Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]
Daily Update: Christmas Gifts for Microsoft, Intel, and Amazon
Good morning, I hope you all are having a good Christmas break (or a good end-of-the-year, if you’re not in the West). As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no December 31-January 2. The regularSubscribe […]
Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts
Good morning, Many of you asked me how you can give Stratechery memberships as a gift, and I’m happy to announce you can give one year, non-renewing memberships by visiting this link: Stratechery Gifts Once you make your payment I will send you a registration link for the gift membership; you can forward this linkSubscribe […]
The State of Consumer Technology at the End of 2014
While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]
Daily Update: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
Good morning, Uber has raised $1.2 billion at a $40 billion valuation. It’s just as good a time as any to re-read Why Uber is Worth $18.2 Billion and Why Uber Fights. There’s a reason I and so many spend so much time on the company! On to the update: Amazon is Selling Diapers FromSubscribe […]
Daily Update: How to Violate Privacy Like a Professional, Microsoft Acquires Acompli, Amazon’s Kiva Cleverness
Good morning, Thanks so much for the overwhelming response to yesterday’s request for feedback. I really appreciated the kind words. I’m going to give the 4 and 1 system a shot for a few weeks and then go from there. Look for an earlier-than-usual big article early next week. On to the update: How toSubscribe […]
Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce
Good morning, I wrote a new piece on Stratechery yesterday: Why Uber Fights. I’ve spent a lot of time on Uber, both on the main site and here in the Daily Update, but I didn’t have one piece that lays out exactly why I – and many others – believe the company has such incredibleSubscribe […]
Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
Good morning, Many of you have requested that I send Stratechery articles via email, just as I do the Daily Updates. I’m happy to announce that I will be doing just that from now on via the normal Stratechery email notification list. If you would like to receive Stratechery posts via email, please subscribe hereSubscribe […]
Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broadSubscribe […]