2014
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Stratechery.FM Episode 004: Twitter, Secret, and Yik Yak
In Episode 4 of Stratechery.FM, co-host Jon Nathanson and talk about one-to-many messaging apps, from public (Twitter) to private (Secret and Yik Yak) Net neutrality followup Why Jon (rarely) uses Twitter Secret Yik Yak The Ethics of Anonymous Apps Head on over to Stratechery.FM for the show notes, including time markers. Podcast Feed | iTunes […]
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Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface
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Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart
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Apple Retail and the Innovator’s Dilemma
Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store […]
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Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
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Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup
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How Google Can Steal Facebook’s Candy
I wrote a piece on Bloomberg View about Facebook’s vulnerability when it comes to their chief money-maker: app-install ads. Facebook runs the risk of becoming the second option for the sorts of advertisers that are currently its best customers. Facebook has made several acquisitions that will help them gain more insight into in-app behavior, most […]