An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
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 made […]
Good morning, I apologize that I didn’t get the article notification email issue sorted yesterday; I know I’ve made a real muck of things at this point and most of you are just totally confused! If you are, just ignore me until I have a solution. Thanks for your patience. On to the update: Uber […]
Good morning, Happy Singles Day! We’ll get to China, but we start in the United States. On to the update: The Problem with Broadband in America Big news from the White House: “Net neutrality” has been built into the fabric of the Internet since its creation — but it is also a principle that we […]
Good morning, The iPhone goes on sell today, and there are lines all over. Many suspect the lines are longer due to resellers looking to take advantage of Apple’s China delay, but at least one of the licensing obstacles to the iPhone going on well was removed yesterday. Several folks have asked me if the […]
Good morning, Finally, no Apple items in today’s Daily Update. I think we’re all well and truly inundated, and you should probably brace yourself for today’s onslaught. On to the update: Alibaba Opens Roadshow The New York Times has an excellent profile of Alibaba founder Jack Ma: When the Alibaba Group goes public later this […]