Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
2015
Daily Update: FiftyThree and the App Store, Three Notes on China
Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important toSubscribe […]
Podcast: Exponent 035 – Fascinating
On the newest episode of Exponent, the podcast I co-host with James Allworth: I apologize for the late delivery of this podcast! In this week’s episode we discuss why Apple is so fascinating, why the Mac lost to Windows, debate whether or not Google should have open-sourced Android, and discussed the implications of Apple’s new […]
Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
Good morning, As I noted last week, I will be off this Thursday and Friday for Chinese New Year. In addition, tomorrow’s article will be several hours late. Thank you for your patience. On to the update: Car Rumors and Jony Ive’s Apple As far as I can tell the Apple Car rumor started withSubscribe […]
David Carr’s Doubt
The strange thing about death is that most of us cope by talking about ourselves. So it was on Twitter last night as word spread of the passing of New York Times media columnist David Carr; a nearly unending stream of expressions of grief mixed with personal anecdotes of a figure so clearly beloved. I […]
Daily Update: Xiaomi and the U.S.; Slack, Momentum, and Microsoft; David Carr Passes Away
Good morning, As I noted last week, I will be off next Thursday and Friday for Chinese New Year. In addition, I’m still working on the spam issue, although I understand yesterday was better. I appreciate your patience. On to the update: Xiaomi and the U.S. The Wall Street Journal captured the news with theirSubscribe […]
Daily Update: Touch ID and Identity, Twitter Acquires Niche, Baidu Results Disappoint
Good morning, I am very sorry for the recent “Marked-as-spam” epidemic with the Daily Update. I’m working with MailChimp to implement some fixes, so hopefully the situation will improve soon. On to the update: Touch ID and Identity There was one very important technology I barely mentioned in yesterday’s piece about Apple’s New Market: TouchSubscribe […]
Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?
Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
Good morning, I apologize that today’s Daily Update is so late; I had problems with my CMS, which, if you squint, are quite ironic given today’s topic. Anyhow, on to a bit of political philosophy this morning; I hope you don’t mind. On to the update: Felix Salmon Thinks Journalism is a Bad Idea Here’sSubscribe […]
Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I madeSubscribe […]