Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce

Good morning, I wrote a new piece on Stratechery yesterday: Why Uber Fights. I’ve spent a lot of time on Uber, both on the main site and here in the Daily Update, but I didn’t have one piece that lays out exactly why I – and many others – believe the company has such incredibleSubscribe […]

Why Uber Fights

Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.


On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly discuss my belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the Internet Age: Ben Thompson – […]

Daily Update: Uber and the Tyson Zone, Facebook Launches Groups App, Taobao Goes International

Good morning, I apologize that I didn’t get the article notification email issue sorted yesterday; I know I’ve made a real muck of things at this point and most of you are just totally confused! If you are, just ignore me until I have a solution. Thanks for your patience. On to the update: UberSubscribe […]

Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips

Good morning, I wrote a new piece on Stratechery yesterday that will arrive in your mailboxes soon. In short, I heard from many, many readers that they preferred to receive posts in their email along with the Daily Updates. If you would prefer to not receive emails about posts on the main blog, please holdSubscribe […]

Differentiation and Value Capture in the Internet Age

The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.

Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit

Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]

Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!

Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]