Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale

Good morning, Today’s update is really one big piece focused on the rise of local players in smartphones, with a specific focus on Xiaomi and Micromax. On to the update: Xiaomi Wins on More than Price Big news from China, from the Wall Street Journal: Xiaomi, the Chinese smartphone maker with the diminutive name, becameSubscribe […]

Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs

Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]

Podcast: Exponent 011 – Red Pill Blue Pill

On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we discuss this tweet of Ben’s: Apple has a monopoly on the iOS market. And monopolies are profitable. — Ben Thompson (@monkbent) July 25, 2014 We also discuss the news that OKCupid and Facebook are running tests on their […]