Good morning, Today’s update is, perhaps, a bit controversial, but my conclusion is not one I have come to recently, or lightly. On to the update: App Store Anguish The App Store is in the news again, and, unfortunately, it’s for all the wrong reasons. Again. The recent string of complaints are primarily about newSubscribe […]
Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”)Subscribe […]
Best
The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
Daily Update: The Solo Selfie and Its Cool Factor, The Donut Selfie and Its Creator
Good morning, Today’s update is a bit unique, both in content (much of it is an interview) and also in form (there are multiple YouTube embeds). I’m actually not sure how well it will work inside an email, so here is the link to the article on Stratechery. On to the update: The Solo SelfieSubscribe […]
Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tierSubscribe […]
Daily Update: Yik Yak and the Social-Communication Map, Recode Removes Comments, The Problem with Apple’s (RED) Campaign
Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and theSubscribe […]
Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]
Daily Update: Facebook’s Trio of Announcements, Apple Adds UnionPay, The Web Isn’t Dying
Good morning, I fell pretty drastically behind on both email and in processing rebates/credits over the last few days, so my apologies for any delays. I’ll be taking care of that this week. On to the update: Facebook Facebook Facebook There was a trio of noteworthy Facebook announcements over the weekend: Facebook is improving itsSubscribe […]
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.