On the business, strategy, and impact of technology.
Today’s Daily Update includes:
– Follow up on yesterday’s post on AWS, including why Amazon still worries me
– An overview of the Tesla Powerwall and what kind of company Tesla is
– A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.
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 upSubscribe […]
Good morning, The earnings onslaught continues. On to the update: Amazon 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 itSubscribe […]
Good morning, I am very sorry for the multiple emails yesterday. I still don’t really know what happened with the subject lines, but I probably should have left well-enough alone instead of spamming your inbox. I appreciate you let me in there every day and I apologize for abusing that privilege. On to the update:Subscribe […]
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
Good morning, I’m trying something new: a weekly wrap-up where I touch-on a few interesting stories that I didn’t have room to address more fully. But first a bit of a brain dump. On to the update: Am I Wrong About Cyanogen? I concluded yesterday’s newsletter by writing: The truth is that for normal consumersSubscribe […]
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 […]
Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-GoogleSubscribe […]
Good morning, I’m writing this update on a plane headed to Beijing for tomorrow’s Xiaomi announcement. My plan is to write about the experience of the keynote for tomorrow’s Daily Update, and then hopefully I’ll have a special treat for Friday – stay tuned. In addition, please excuse any delays in response or on theSubscribe […]
