Podcast: Exponent Episode 015 – Consoles and Disruption

On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode we discuss whether or not consoles will be disrupted. This episode was recorded a week ago (immediately after last week’s episode), before Ben wrote his pieces Games and Good Enough and Games and New Market Disruption. Links Ben […]

Podcast: Vector – Turtles All the Way Down

I joined the Vector podcast to talk about Apple University, Microsoft stack ranking, patents, Samsung copying, iPhone screen sizes, native advertising, and a whole lot more. I think you’ll enjoy this one. You can listen to the episode here.

Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone

Good morning, I wrote a brief piece on Stratechery about Amazon buying Twitch; my takeaway was in the title: Amazon: Not an E-Commerce Company. One could argue that makes the upside in their stock even greater, but were I an investor, I think I’d be out. I buy the e-commerce story; Amazon ruling the world, […]

Amazon: Not an E-commerce Company

Let’s start with the premise that Twitch, the video-game watching network, is the next ESPN – you know, the jewel in Disney’s crown that, by itself, is worth $50.8 billion. Like ESPN, Twitch is about live competition, and, like ESPN, Twitch does exceptionally well in the highly desirable young male demographic.1 Obviously this is the […]

Daily Update: Amazon Buys Twitch, Amazon’s Ad Program, Facebook Taking on DoubleClick

Good morning, If you’ll forgive a bit of braggadocio, I’ve certainly been getting lucky on Stratechery when it comes to acquisitions: I wrote about hardware-based business models the day before Google bought Nest, and how messaging was mobile’s killer app the day before Facebook bought WhatsApp. I can’t claim to be quite as spot-on when […]