Good morning, A heads-up that there will be no Daily Update this Friday, May 1, as I will be taking the day off to go on a weekend trip with my family. On to the update: Apple, China, and the Upper Middle Class Apple had another record quarter, thanks primarily to China. I appreciated theSubscribe […]
Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense.
More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses where to invest), and on the flip side, who might be interested and why.
Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
Good morning, Over the weekend BuzzFeed reinstated the Dove article and editor-in-chief Ben Smith apologized internally. Smith reiterated that the post was not pulled because of pressure from advertisers, and from what I understand, Dove hasn’t advertised on BuzzFeed for over a year (and I wasn’t able to easily find other Unilever advertising). So perhapsSubscribe […]
Daily Update: Valuation Versus Risk Bubbles, Apple Watch Reviews Drop
Good morning, A couple of days ago a bug in my membership software exposed several Daily Updates to RSS subscribers. I apologize to all of you; as I’ve noted I’m in the middle of transitioning the site to a new membership system that should address these issues once and for all. News on that frontSubscribe […]
Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
Good morning, I’m writing this through my tears as Wisconsin lost in last night’s national men’s basketball championship. I will say, one thing I’m grateful for when it comes to living abroad is that I am by necessity a lot less invested in sports than I used to be; morose is far better than incapacitated,Subscribe […]
Daily Update: Apple Watch’s Bad Messaging; On Meerkat, Periscope, and Bad Journalism
Good morning, There will be a new Exponent later today; James and I discussed BuzzFeed and the Brother Orange story as well as the Amazon Dash Button and Home Service. On to the longer-than-usual Daily Update. I got a little rant-y. Apple Watch’s Bad Messaging Speaking of podcasts, I was on John Gruber’s The TalkSubscribe […]
Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed
Good morning, I got a ton of responses about the Weekly Wrap-up, with probably about 75% in favor. To be clear, I have no intention of turning the Daily Update into YAENWABOLASWC (Yet-Another-Email-Newsletter-With-A-Bunch-Of-Links-And-Some-Witty-Commentary). Some weeks just happen to be busier than others, and I have a lot of opinions ;). Anyhow, I really appreciate theSubscribe […]
Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radarSubscribe […]
The Changing — and Unchanging — Structure of TV
The way we get TV may be changing, but the importance and defensibility of great content will persist
How Apple Will Make the Wearable Market
Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple’s history, placing it at the same level as the Mac, iPhone and iPod. I get the sense that a lot of people don’t believe him; they just don’t see the need for a wearable. There is ample precedent for […]