Good morning, I got really annoyed at the mainstream media last night, which perhaps makes me especially favorable to today’s first item about Buzzfeed. On to the updates: Buzzfeed Raises $50 million From the New York Times: BuzzFeed just closed a new $50 million investment from Andreessen Horowitz, a prominent venture capital firm in SiliconSubscribe […]
2014
The iPhone in India (versus China), and the Week in Daily Updates
This week’s Daily Updates have had a heavy international focus, especially on China but also India. This particular update is from this morning and seeks to understand why Apple fares so differently in these two critical markets. To read all of the Daily Updates for $10/month or $100/year, please visit the membership page. Bloomberg writes […]
Daily Update: Apple/China Follow-up, The iPhone in India (versus China), Buying Smartphones in the U.S.
Good morning, I apologize that today’s update is so late – I’m very much looking forward to being back in Taiwan’s time zone! Stereotypes and pattern-matching are funny things, and all three items today touch on them in different ways. The latter two updates confirm some of my suspicions about the smartphone market, but theSubscribe […]
Podcast: Exponent Episode 012 – The Internet Rainforest
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, follow up on last week’s integrated/modular […]
Daily Update: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
Good morning, The position of China in tech is so fascinating: it is well on its way to being the most important market in the world, yet it is largely inaccessible to most foreign companies. The big exception in the U.S. is Apple, so we start there. On to the update: Understanding China, or NotSubscribe […]
Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
Good morning, Yesterday I wrote about P&G’s recent decision to reduce its brands from nearly 200 to less than 100. While the easy takeaway is to talk about focus and bloat, I actually think that there is a tech story here as well. After all, lots of brands made a lot of sense in theSubscribe […]
How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.
Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale
Good morning, Today’s update is really one big piece focused on the rise of local players in smartphones, with a specific focus on Xiaomi and Micromax. On to the update: Xiaomi Wins on More than Price Big news from China, from the Wall Street Journal: Xiaomi, the Chinese smartphone maker with the diminutive name, becameSubscribe […]
Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]
Podcast: Exponent 011 – Red Pill Blue Pill
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we discuss this tweet of Ben’s: Apple has a monopoly on the iOS market. And monopolies are profitable. — Ben Thompson (@monkbent) July 25, 2014 We also discuss the news that OKCupid and Facebook are running tests on their […]