Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tier […]
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 incredible […]
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and the […]
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 – […]
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: Uber […]
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 hold […]
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.
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 on […]
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: […]