How Google Can Steal Facebook’s Candy

I wrote a piece on Bloomberg View about Facebook’s vulnerability when it comes to their chief money-maker: app-install ads. Facebook runs the risk of becoming the second option for the sorts of advertisers that are currently its best customers. Facebook has made several acquisitions that will help them gain more insight into in-app behavior, most […]

Stratechery.FM Episode 003: Net Neutrality

In Episode 3 of the official Stratechery Podcast, co-host Jon Nathanson and I go deep on Net Neutrality, including: The Economic of ISPs The role of the market versus the role of the government U.S. versus the rest of the world Utility versus fast lanes versus pay-per-MB Google Fiber Head on over to Stratechery.FM for […]

Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity

Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours after […]

The Problem with Payments

Payments are one of the eternal tech rainbows,1 enticing startups and established companies alike with the promise of priceless data and incredible volumes. Many who dive in, though, like Google with Wallet, find it’s incredibly tough going. Square, for example, is burning through cash and may be acquired whether they want to be or not. […]

Daily Update: Net Neutrality, Google+, Amazon Earnings Follow-up

Good morning, A few site updates: For access members, I invited everyone who had updated their profile to confirm that they wanted Glassboard access to the private Glassboard. If you haven’t gotten an invitation, please double-check your profile; I’ll do another import later today. I’ve manually gone through the member lists to make sure everyone […]

The Week in Daily Updates (Week 1)

The content on Stratechery is free for all readers, but I also offer the Daily Update via email and RSS for $10 per month/$100 per year.1 This is a selection of items that were sent out in this week’s Daily Updates. To sign up, visit the Membership page Twitter Launches Ad Network (Posted on Monday, […]

Daily Update: Microsoft, Qualcomm and Amazon Earnings

Good morning, I am aware of two issues with the daily update: Some email addresses were not automatically imported to MailChimp. I am investigating why and will add you manually if need be. Please email me if you have not been receiving emails Feedly does not respect the private RSS feed addresses and instead redirects […]

Don’t Give Up on the iPad

When people think about the first iconic Apple product, it’s probably the Macintosh that leaps to mind. But Apple Computer was actually built on the back of the Apple II. In fact, for quite a long while it was the Apple II that provided the profits that made the Macintosh possible, as Guy Kawasaki recounts: […]

Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings

Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit your […]