2014
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Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
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Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
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Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
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Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
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Podcast: Exponent Episode 025 – Twitter and Taylor
On the newest episode of Exponent, the podcast I co-host with James Allworth: We discuss Twitter and its strategic options, as well as YouTube’s new music service, Taylor Swift and Spotify, plus the special return of the garbage truck song. Links Twitter Sharpens Its Strategy to Win Over Investors – Wall Street Journal Ben Thompson: […]
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Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
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An Update on the Stratechery Membership Program
Last spring I wrote a series about the future of journalism: Part 1: FiveThirtyEight and the End of Average – link Part 2: The Stages of Newspapers’ Decline – link Part 3: Newspapers Are Dead; Long Live Journalism – link In the third installment I wrote: More and more journalism will be small endeavors, often […]