Open Source Apps

I’m a bit late to the most recent flareup around app store pricing – it’s been a busy week of traveling – but it’s worth noting that the trend towards free is basically inevitable and the expected result in a functioning market. To put it another way, apps want to be free just like apples […]

Overstating the Consumerization of IT

Marco Arment, in Underscore Price Dynamics: This is the real reason why Apple doesn’t care about upgrade pricing: there’s no demand from customers. The market has shown that free apps will be downloaded at least an order of magnitude more than paid-up-front apps, and smart use of in-app purchase in a free app is likely […]

Obsoletive

Not all products are disruptive: some are obsoletive. They are more expensive but remove the need for entire categories of products.

An Interview with Eric Jackson at Forbes

Eric Jackson recently interviewed me for his column at Forbes. I’m cross-posting here my answers to the tech industry related questions. Check out the full interview to read more about me personally and the background of stratechery. Q: Where is Apple at right now as a company in this post-Steve Jobs period? A: I think, […]

What Clayton Christensen Got Wrong

Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.

The $550 iPhone 5C Makes Perfect Sense

I can sympathize with the inability of many folks to grok exactly what Apple is thinking with iPhone 5C pricing. I myself was confused until just before launch, when I wrote Thinking about iPhone Pricing and honed in on the idea of “good-enough.” In the case of the iPhone, the 3G was clearly better than […]

HTC’s – and Windows Phone’s – Missing Market

According to Digitimes, HTC won’t use the top-of-the-line Qualcomm processor in their new phablet: HTC reportedly will adopt an old Qualcomm processor, the quad-core 1.7GHz Snapdragon S4 Pro APQ 8064, for production of its first large-size HTC One Max to be launched in October 2013, according to sources in the supply chain. Some sources said […]

There Are Two Twitters; Only One is Worth Investing In

There are two Twitters. One is for special occasions only, while I am obsessed with the other. The ultimate value of the Twitter stock (TWTR?) is fully dependent on which of these two Twitters is on offer. Twitter #1: What’s Happening? The first version of Twitter isn’t hard to find: Welcome to Twitter. Find out […]

Two Minutes, Fifty-six Seconds

After endless dithering, that’s how long it took me to know the iPhone 5C would cost $549. It was at two minutes, fifty-six seconds1 that Tim Cook said there would be a video – a video! – about the iTunes Festival. And it was awesome. In case you didn’t watch the whole video (and you […]

Twitter Acquires MoPub

When Yahoo Acquired Tumblr, I wrote about the Signal-to-Ads Cycle: The result is the signal-to-ads cycle: Information is gathered from first-party sites via analytics, 3rd-party sites via ads, buttons, etc, and owned-and-operated mobile apps tied to your identity (think Instagram) Highly targeted ads are served in search results, display ads, and natively, primarily on PCs […]