The nature of the Internet and the business-models of social networks means that privacy as commonly understood is dead; tech companies need to learn to self-regulate or governments will do it for them.
2014
Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable
Good morning, Two acquisitions and anticipation for a big announcement – there’s always something interesting in tech! On to the update: Amazon’s Press Release Runup Amazon is doing something interesting in the runup to tomorrow’s announcement, which most expect to be a Kindle smartphone: they are effectively pre-announcing multiple features that will likely be sellingSubscribe […]
Podcast: Electric Shadow – Irons in the Fire
Late last week I joined Moisés Chiullan and Guy English for a podcast that built pretty directly on last week’s Stratechery article How Apple TV Might Disrupt Microsoft and Sony. We went deep on many of the questions raised on Twitter about the piece, including console lifecycles, the Playstation TV, Metal, and more. Moisés has […]
Daily Update: Bitcoin Breached, China Cracks Down on iMessage, Tesla Opens Patents
Good morning, A big update today, so let’s get to it: Bitcoin Breached You may think that header is a bit sensational, but in my opinion it’s difficult to overstate the implications of recent Bitcoin developments. From ArsTechnica: For the first time in Bitcoin’s five-year history, a single entity has repeatedly provided more than halfSubscribe […]
Xiaomi’s Oversold Global Ambitions, and the Week in Daily Updates
The main page content on Stratechery is free for all readers, but I also offer the Daily Update via email and RSS for $10 per month/$100 per year.1 This is one of the items sent out in this week’s Daily Updates. To sign up, visit the Membership page Xiaomi’s Worldwide Ambitions Bloomberg BusinessWeek has a […]
Daily Update: Apple TV Follow-up, Twitter COO Resigns
Good morning, Just two items today, but two biggies: a massive follow-up to my most recent article on Stratechery, as well as an overview of the Twitter mess. On to the updates: More on Apple TV and Consoles I wrote last week that it seemed few people knew that Computex is going on, which isSubscribe […]
How Apple TV Might Disrupt Microsoft and Sony
Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal. In 1985 Nintendo introduced the Famicom to North America as the Nintendo Entertainment System for a mere $199, a remarkably low price considering the average […]
Daily Update: Twitter’s World Cup Starter Kits, Amazon’s Dangerous Tactics, LINE Partners with Salesforce
Good morning, It’s World Cup day! I couldn’t be more excited (even if I shouldn’t be) – I even have a World Cup related update. On to the update: Twitter’s World Cup Starter Kits Twitter is trying out some interesting new features designed to drive engagement during the World Cup. From Alexis Madrigal at theSubscribe […]
Podcast: Exponent 006 – Product Versus Profit
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we discuss why James was less excited by WWDC than was Ben, why the Beats acquisition may actually be a textbook response to the Innovator’s Dilemma, whether Apple has every truly faced disruption, as well as James’ review of […]
Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?
Good morning, I forgot to link in yesterday’s update, but in case you missed it I wrote a piece on Stratechery defending Uber’s $18.2 billion valuation. To be clear, I’m not saying that Uber is guaranteed to succeed, but rather the size of the opportunity and the relative risk involved make it an obvious investmentSubscribe […]