Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]
2014
Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
Good morning, I’m making good progress on finding a solution to making this content readable in RSS readers and web browsers for those of you who hate email. In the meantime, if you click the “Open in Browser” link at the top, you can not only read this content in a browser, but also subscribeSubscribe […]
Apple and Nike
What kind of company is Apple, anyway? They certainly have great technology, but to call them a technology company doesn’t seem quite right. They have great marketing, but to call them a marketing company isn’t true either. They have an incredible retail chain, but to call them a retailer is clearly off base as well. […]
Daily Email (2014-04-21): Social Platforms
Monday, April 21, 2014 – Social Platforms Good morning, First off, thank you for being a member of Stratechery. I really appreciate it. Second, in case you have not heard, this email will be the way in which I deliver your premium content. I explained my thinking last Friday in Free Stratechery and the DailySubscribe […]
Free Stratechery and the Daily Email
I hope you will forgive one more solipsistic post; I’m as eager as you to get back to the kind of writing that you are here for. First off, thanks for your support. I’ve been pretty overwhelmed with the number of signups so far; it’s a great affirmation of what I’m doing here. As expected, […]
Dropbox’s Acquisitions Fit Their Apple Strategy
Dropbox made another set of acquisitions today, picking up Loom and Hackpad. Loom is similar to Carousel, Dropbox’s new photo app, while Hackpad is a collaborative document tool. From Recode: In addition to a massive hiring spurt and fundraising stockpile, Dropbox has been quietly acquiring startups that make productivity and media apps so their teams […]
Does Jeff Bezos Read Asymco?
Horace Dediu has an absolutely essential post on the taxonomy of innovation: The definition of innovation is easy to find but it’s one thing to read the definition and another to understand its meaning. Rather than defining it again, I propose using a simple taxonomy of related activities that put it in context. Novelty: Something […]
Stratechery.FM Episode 001 – Welcome to Stratechery.FM
Along with the relaunch of Stratechery, I am very excited to announce the launch of the official Stratechery podcast, Stratechery.FM1 <p>Our topics on this first episode includes my new launch, why the movie industry resists disruption, Google Fiber, Dropbox, and what Wall Street values in tech companies.</p> Check it out: Website | Feed | iTunes […]
Welcome to Stratechery 2.0
A few weeks ago I wrote three pieces at Stratechery about the state of journalism in the age of the Internet. FiveThirtyEight and the End of Average The Stages of Newspapers’ Decline Newspapers are Dead; Long Live Journalism The main takeaway of these pieces was that the Internet, with its wide reach and low costs, […]
Alibaba buys Autonavi
I plan on writing more fully about Alibaba in the coming weeks, especially as they approach their IPO, but this bit of news about them buying Autonavi strikes me as being particularly telling: Ecommerce titan Alibaba took a 28 percent stake in Autonavi (NASDAQ:AMAP) nearly a year ago. And then in February this year the […]