Kit Juckes: The tightening up of standards and rules surrounding research published by investment banks, has left a gap which social media are filling enthusiastically. A traditional research note on the impact of events in Cyprus this weekend can’t clear compliance much before 9 a.m on Monday morning, too late for markets in search of […]
2013
The Marissa Mayer Turnaround
Jean-Louis Gassée: Mayer did what leaders do: She made a decision that made some people unhappy in order to achieve success for the whole enterprise (toned-up employees and shareholders). After seeing Yahoo! lose altitude year after year, the criticism leveled at Mayer makes me optimistic about the company’s future: Mayer’s treatment hurts where it needs […]
Welcome to Stratechery
I don’t know much about sailing. So perhaps it’s not the best analogy with which to launch this blog. But here goes… A simple image. Two boats, and a big ocean. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. Rest assured there is breathless coverage of every twist […]
FAA to allow reading devices during takeoff
Marco Arment: Any progress would be nice, but this is a weird distinction: “reading devices” are OK, but phones aren’t? The huge-phone/small-tablet markets are converging as we speak. Are 5-inch “phablets” considered phones or reading devices?
Embrace, Extend, Extinguish, Google-style
Ed Bott nails what really happened with Google Reader: The short life and sad death of Google Reader tells a familiar story of how Google swept in to a crowded field, killed off almost all credible competition with a free product, and then arbitrarily killed that product when it no longer had a use for […]
Web second, mobile first
Mark Suster: Pinterest seems to have conquered the “normals” before it captured the attention of the tech elite. Perhaps that should be a lesson to us all to think more broadly than our echo chamber? To think about how the masses use computing devices in 2012? This article has the seeds of many of the […]
Hey! You! Get off of Google’s cloud!
Jack Shafer: Having survived being sacked by Google, I still don’t think most users have learned the requisite lessons. Try thinking of Reader as a remarkable gift from Google to consumers, as one economist did a few years ago; he wildly guesstimated it was worth $1 billion to users, with their only investment being the […]
The Death of HTC in Seven Bullet Points
The WSJ: HTC Corp. is pushing back the rollout of its new flagship smartphone due in part to some component shortages, a setback for the Taiwanese smartphone maker which is banking on the HTC One to turn around its flagging sales. Several retail distributors and telecom operators including Vodafone Group said HTC has notified them […]
Dropbox Acquires Mailbox
That was fast: After spending time with Gentry, Scott, and the team, it became clear that their calling was the same as ours at Dropbox—to solve life’s hidden problems and reimagine the things we do every day. We all quickly realized that together we could save millions of people a lot of pain. Dropbox doesn’t […]
Yahoo! buying …
Kara Swisher, with YAYL (Yet-Another-Yahoo-Leak): When Reses — who also wears another corporate hat as head of M&A at Yahoo — spoke she mentioned to the crowd that Yahoo was working on two “significant” acquisitions and about six smaller talent “acqhires.” … While making changes to Yahoo’s homepage and email, as well as cutting products, […]