Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
November 2014
Daily Update: Getting Xiaomi All Wrong, How is Slack Worth $1.2 billion?
Good morning, Let’s get to it – on to the update: Getting Xiaomi All Wrong Xiaomi’s financials (it is a private company) were leaked to the Wall Street Journal: A confidential document viewed by The Wall Street Journal shows that Xiaomi’s net profit nearly doubled last year, making it a lucrative business in an industrySubscribe […]
Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
Good morning, Many of you have requested that I send Stratechery articles via email, just as I do the Daily Updates. I’m happy to announce that I will be doing just that from now on via the normal Stratechery email notification list. If you would like to receive Stratechery posts via email, please subscribe hereSubscribe […]
How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
Good morning, We’re 70+ posts in on the Stratechery Forum, so check it out if you haven’t! A couple of quick notes to questions that came up: There is not an app, but the forum is fully responsive and works well on the phone. I myself have pinned the page to my start screen I’veSubscribe […]
Site Announcement: New Forum for ALL Members
Good morning, There is not a traditional Daily Update today. Instead I have an exciting announcement about Stratechery Memberships. I am happy to announce that the newly launched Stratechery Member Forum is now live, and is open to all Stratechery Members. All blog posts will automatically have topics created in the forum for discussion amongstSubscribe […]