Podcast: Exponent 044 – Up in the Clouds with Twitter

On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode James and I discuss why Twitter needs new leadership, its massive potential, and why Google probably should acquire it Links Ben Thompson: Twitter Needs New Leadership – Stratechery Ben Thompson: Twitter’s Marketing Problem – Stratechery Ben Thompson: Facebook […]

Twitter Follow-up, Microsoft’s Build Keynote

Good morning, Just a reminder, there will be no Daily Update tomorrow, as I will be traveling with my family. In addition, the plan is to launch an updated design of Stratechery, along with a brand new membership system, and a Discourse-based discussion forum this coming Monday. There shouldn’t be any interruption in the daily […]

Twitter Needs New Leadership

Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth. From the Wall Street Journal: Twitter Inc. delivered its weakest quarterly revenue growth as a publicly traded company, casting a shadow on its fledgling advertising business, which until now has been a consistent bright spot. Investors, who sent the company’s […]

Getting Amazon (Partly) Wrong, Xiaomi in India

Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess up […]

Daily Update: Amazon, Microsoft, and Google Earnings

Good morning, The earnings onslaught continues. On to the update: Amazon’s Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as it […]

Daily Update: Facebook’s Earnings, Google Launches Project Fi

Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook’s Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closing […]

Facebook and the Feed

In a week where much of the Internet was all atwitter about Mobilegeddon, Google’s pre-announced algorithm change that will favor mobile-friendly sites in mobile search results, a potentially far more impactful announcement was much more of a surprise: Facebook is tweaking the News Feed algorithm. This is a big deal for publishers in particular: according […]

Daily Update: Samsung’s Retreat, The Uncrossable Curve?, Gawker Writers Seek to Unionize

Good morning, Moore’s Law really is fifty years old: the original paper was in 1965, not 1975. Ugh! On to the update: Samsung’s Retreat While I have used the smiling curve to explain the dilemma facing publishers, as I noted at the time the very concept came from the world of Asian OEM’s — Acer […]

Daily Update: Moore’s Law at 50, BuzzFeed and Advertiser Pressure

Good morning, The French Senate approved a measure (it won’t be law, at least not yet) that would force Google to disclose its algorithm to a French regulator. If you have strong views on this (particularly if you are in favor), I’d love to hear from you as to why — with the condition you […]