Good morning, I fell pretty drastically behind on both email and in processing rebates/credits over the last few days, so my apologies for any delays. I’ll be taking care of that this week. On to the update: Facebook Facebook Facebook There was a trio of noteworthy Facebook announcements over the weekend: Facebook is improving itsSubscribe […]
November 2014
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: […]
Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
Good morning, Thank you to everyone for the kind words after yesterday’s announcement about Stratechery’s success-to-date (check out that post for an expanded version of what I wrote yesterday). As I intimated yesterday, I don’t plan on talking much more about this; I just want to think about and write interesting stuff, and I’m reallySubscribe […]
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 […]
Daily Update: Bandcamp, Tencent Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement
Good morning, A few quick bits of housekeeping: First off, I’ve heard from enough people that they really don’t want to get articles in their email. I’m going to have a think about the best way to proceed Secondly, I’m going to put a brief note up on Stratechery later today announcing some of theSubscribe […]
Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
Good morning, As you will see in your inboxes momentarily, I wrote a new post on Stratechery called Two Microsofts about Microsoft’s decision to make Office free on mobile for consumers. The big takeaway is that, if you look at Microsoft through the lens of business models, they are already two different companies: one consumer,Subscribe […]
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 […]
Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
Good morning, Happy Singles Day! We’ll get to China, but we start in the United States. On to the update: The Problem with Broadband in America Big news from the White House: “Net neutrality” has been built into the fabric of the Internet since its creation — but it is also a principle that weSubscribe […]
Daily Update: Qualcomm’s Challenges, Uber’s Potential
Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contactSubscribe […]
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 […]