Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA

Good morning, In case you missed my announcement, I’m moving forward with Stratechery’s originally planned podcast, called Exponent. You can get all of the relevant feeds and links at Exponent.FM. On to the update: Square Retrenching Earlier this week Square withdrew Square Wallet from the app store and launched a new service called Square Order.Subscribe […]

Announcing Exponent, my podcast home going forward

tl;dr: My weekly podcast will from now on be at Exponent.FM. Please resubscribe. As those of you who follow me on Twitter may know (or who heard my appearance on The Talk Show with John Gruber), I kind-of-sort-of started a podcast with James Allworth called Exponent. Unfortunately we ran into some difficulties and, wanting to […]

Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten

Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichSubscribe […]

Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness

Good morning, I went deep on Apple’s (alleged) acquisition of Beats, yet in some ways, I’m not sure I went deep enough. One thing I was trying to capture is that there is a very benign explanation for this acquisition: Beats solves a lot of problems for Apple. And maybe that’s all it is. Still,Subscribe […]

Why Apple Is Buying Beats

That’s a bit of a presumptuous headline: The sale is not yet confirmed UPDATE: The deal was confirmed on May 28 It’s likely no one outside of 1 Infinite Loop will ever likely know the true reasons Indeed, as Benedict Evans wrote in his weekly newsletter: The deal [is] something of a Rorschach Blot – […]

Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms

Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]

The Week in Daily Updates (Week 3)

The main page 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 Apple Loses Patent Suit Posted […]

Apple and Beats, Box adds GE, Comcast Entering Online Ads

Hi all, Keep an eye out today for the Week in Daily Updates, especially if you would like to encourage others to subscribe (please do!). In addition, as I note below, I’ll almost certainly write something about Apple and Beats. Speaking of: Apple Reportedly Buying Beats The Financial Times had the scoop: Apple is closingSubscribe […]

Dependent on Digital Whales

It was very hard to find fault with anything that Facebook announced at F8 last week. Unlike their past developer efforts, which were all about pulling content onto Facebook, this year was about pushing Facebook’s infrastructure out into all kinds of mobile apps. The win for Facebook is that much more signal about their users, […]

LINE Results, Nintendo Hurting, Katie Cotton Retiring

Good morning, I thought it worth calling out this letter from several leading tech companies defending net neutrality. I’ve been quite cynical about their willingness to go to the mat for net neutrality; I certainly hope this is the beginning of deeper engagement on their part. On to the updates: LINE Releases Results…Kind Of LINESubscribe […]