Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates,Subscribe […]
2015
Daily Update: Microsoft Earnings
Good morning, I’m very sorry about the multiple emails yesterday – especially since the second email had the exact same error as the first! So embarrassing! Thanks for your patience. I found yesterday’s Microsoft results really interesting, and did a bit of a deep dive. It’s the only topic today, and it’s a bit longerSubscribe […]
Dear Zoë Keating: Tell YouTube to Take a Hike
Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.
Podcasts: Exponent 032 – Follow-up and Frustration; This Week in Tech; The Talk Show
On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly follow-up on last week’s copyright discussion, discuss Ben’s article on what the technology adoption curve gets wrong about Apple and Xiaomi, and then react to Microsoft’s Windows 10 (and Project HoloLens) presentation Links Stratechery Forum Discussion about Episode 30: Flabbergasted […]
Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiSubscribe […]
Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)
Good morning, Today’s update is all about Microsoft’s myriad of announcements yesterday. I think it makes the most sense to think of the event, billed as being about Windows 10, in three parts: Part 1 was the overview of Windows 10, including the vision underlying the operating system, demos of specific functionality, as well asSubscribe […]
The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
Daily Update: What is Happening with Bitcoin?, Republicans and Net Neutrality, Uber Market > Taxi Market
Good morning, Thanks for the all the positive notes yesterday about the Daily Update’s recent Xiaomi coverage. This was certainly a special circumstance, and I’m glad you all enjoyed it. Hopefully there will be more in the future. I am working on an article that touches on Xiaomi, although the main points are much broader,Subscribe […]
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From
Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting afterSubscribe […]
Podcast: Exponent Episode 031 – Flabbergasted
On the newest episode of Exponent, the podcast I co-host with James Allworth: James thinks the idea of copyright is outdated and should be abolished. Ben is, well, see the title. Listen to the episode here Podcast Information: Feed | iTunes | SoundCloud | Twitter | Feedback