November 2014
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Podcast: Exponent Episode 025 – Twitter and Taylor
On the newest episode of Exponent, the podcast I co-host with James Allworth: We discuss Twitter and its strategic options, as well as YouTube’s new music service, Taylor Swift and Spotify, plus the special return of the garbage truck song. Links Twitter Sharpens Its Strategy to Win Over Investors – Wall Street Journal Ben Thompson: […]
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Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
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An Update on the Stratechery Membership Program
Last spring I wrote a series about the future of journalism: Part 1: FiveThirtyEight and the End of Average – link Part 2: The Stages of Newspapers’ Decline – link Part 3: Newspapers Are Dead; Long Live Journalism – link In the third installment I wrote: More and more journalism will be small endeavors, often […]
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Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
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Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]
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Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
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Daily Update: Qualcomm’s Challenges, Uber’s Potential
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Podcast: Exponent Episode 024 – A Celebratory Goblet of Champagne
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode… The idea for Exponent was hatched when Ben and James were arguing about Ben’s article What Clayton Christensen Got Wrong a year ago. In this episode, we finally reach a resolution to the question about how Apple escapes […]