Good morning, Thanks so much for the overwhelming response to yesterday’s request for feedback. I really appreciated the kind words. I’m going to give the 4 and 1 system a shot for a few weeks and then go from there. Look for an earlier-than-usual big article early next week. On to the update: How toSubscribe […]
2014
Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”)Subscribe […]
Best
The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
Daily Update: The Solo Selfie and Its Cool Factor, The Donut Selfie and Its Creator
Good morning, Today’s update is a bit unique, both in content (much of it is an interview) and also in form (there are multiple YouTube embeds). I’m actually not sure how well it will work inside an email, so here is the link to the article on Stratechery. On to the update: The Solo SelfieSubscribe […]
Daily Update: Why Vox (and BuzzFeed) are Valuable; Outbrain Filing for IPO
Good morning, It’s great to be back. It was wonderful to have a break – I ended up crashing out completely with a sore back and nasty cold – but I missed writing for two whole days! I hope you missed me too… On to the update: Why Vox (and BuzzFeed) Are Valuable From theSubscribe […]
Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tierSubscribe […]
Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce
Good morning, I wrote a new piece on Stratechery yesterday: Why Uber Fights. I’ve spent a lot of time on Uber, both on the main site and here in the Daily Update, but I didn’t have one piece that lays out exactly why I – and many others – believe the company has such incredibleSubscribe […]
Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
Daily Update: Yik Yak and the Social-Communication Map, Recode Removes Comments, The Problem with Apple’s (RED) Campaign
Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and theSubscribe […]
Podcast: Exponent 026 – GROW GROW GROW FIGHT FIGHT FIGHT
On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly discuss my belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the Internet Age: Ben Thompson – […]