Stratechery.FM Episode 004: Twitter, Secret, and Yik Yak

In Episode 4 of Stratechery.FM, co-host Jon Nathanson and talk about one-to-many messaging apps, from public (Twitter) to private (Secret and Yik Yak) Net neutrality followup Why Jon (rarely) uses Twitter Secret Yik Yak The Ethics of Anonymous Apps Head on over to Stratechery.FM for the show notes, including time markers. Podcast Feed | iTunes […]

Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface

Good morning, Here are today’s updates: Level3 and Internet Congestion Level3, one of the largest Tier 1 network providers in the country, wrote a blog post called Observations of an Internet Middleman: The average utilization across all those interconnected ports is 36 percent. So you might be asking – what is all the fuss aboutSubscribe […]

Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart

Good morning, Thanks for being subscribers! No site news, just on to the updates: Apple Retails and the Innovator’s Dilemma As Angela Ahrendts takes over Apple Retail, I explore why Apple Stores matter from a theoretical perspective. Link Yahoo and Tumblr It’s been a year since Yahoo acquired Tumblr, and the New York Times hasSubscribe […]

Apple Retail and the Innovator’s Dilemma

Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store […]

Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads

Good morning, It seems that Mailbox on iOS does not display the mobile version of these emails, but Mail.app does. I’ve reached out to both Mailchimp and Mailbox to see what is the best way forward; in the meantime, it may be easiest to view this on the web page. I apologize for the trouble.Subscribe […]

The Week in Daily Updates (Week 2)

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 Was Google+ A Success? (Posted […]

Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup

Good morning, It’s the end of week 2 – thanks for being a member! If you have not yet (re)made your t-shirt size selection, please do so (some people who signed up in the first week did not have their sizes recorded properly). You can update your size (or decline it) on your profile page.Subscribe […]

Twitter’s Marketing Problem

Twitter achieved product-market fit too easily, preventing the company from figuring out exactly what it was.

Daily Update: Facebook’s New Platform

Good morning, Private RSS feeds should be fixed! Finally! Let me know if you still have any problems. I apologize for the delay in fixing this issue, and will be taking steps to ensure such things are fixed more quickly in the future (on a related note, Marco Arment was right). Today’s update is aSubscribe […]