Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
2014
Podcast: The Talk Show – Free Alcoholic Beverages
I was pleased to again join John Gruber on The Talk Show where we talked about Samsung’s struggles, Xiaomi, wearables, and a whole lot more. Check it out. I think you’ll enjoy it.
Podcast: Exponent 009 – The Societal Perspective
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we first defend surge pricing before continuing our debate from last week: is society better off when corporations try to innovate, or would we be better off if we left the innovation to startups? Your answer to this question […]
Daily Update: Breaking Down Satya Nadella’s Letter
Good morning, I apologize today’s update is a bit late; I’ve been struggling with a bit of Stratechery technical debt (specifically the apparently broken login on the membership page). Still, I suppose that’s a fitting segue for today’s single topic, Microsoft. Breaking Down Satya Nadella’s Open Letter Let me cut you off at the pass:Subscribe […]
Daily Update: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
Good morning, Today is Asia-themed, but with a US twist. On to the updates: Apps on Xiaomi According to Flurry, Xiaomi users love apps: Over the past 6 years, the average Apple iPhone consumer has spent more time in apps than consumers of every Android device we track – by a wide margin. This year,Subscribe […]
Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music
Good morning, I wrote a piece on Stratechery called Smartphone Truths and Samsung’s Inevitable Decline. While it is mostly about why Samsung’s disappointing results shouldn’t be a surprise, there are also several points that cover why Apple is not doomed, but Microsoft and Amazon are. Today’s theme is supply-and-demand, and we unsurprisingly start with UberSubscribe […]
Smartphone Truths and Samsung’s Inevitable Decline
For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]
Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctantSubscribe […]
Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook
Good morning, I hope you all had a good weekend/holiday. On to today’s updates: More iWatch Hires From CNBC: Apple has hired the sales director of luxury Swiss watch maker TAG Heuer to help with the launch of its new iWatch, as the technology group intend on using the prestigious “Swiss made” label to marketSubscribe […]
Happy Independence Day Mr. Glass
Blessed with the sort of love him or hate him reputation reserved for the truly popular, Bill Simmons has received a lot of criticism from NBA fans for his propensity to act as the Body Language Doctor: he will make grand pronouncements about players or teams based on nothing more than a player or coach’s […]