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 […]
How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
Good morning, We’re 70+ posts in on the Stratechery Forum, so check it out if you haven’t! A couple of quick notes to questions that came up: There is not an app, but the forum is fully responsive and works well on the phone. I myself have pinned the page to my start screen I’veSubscribe […]
Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
Good morning, Today’s update is a little long, so I’ll just get started: Tim Cook’s Announcement Tim Cook publicly came out as gay in an essay that was published in Bloomberg Businessweek. Please read the whole thing if you have not. I feel it a disservice to break out even a paragraph. I myself haveSubscribe […]
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episodeSubscribe […]
Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of
Good morning, I appeared on This Week in Tech yesterday; I’ll post something on Stratechery in a bit, but for now you can access the episode here. On to the update: Why Apple Pay was Blocked, and Why it Will Succeed At this point I presume most of you have heard about CVS and Rite-AidSubscribe […]
Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
Good morning, I hope you’ll forgive a longer update today: as you can see from the title, I’ve written something of a young-adult fiction trilogy. On to the update: Microsoft Earnings and Surface’s Alleged Success Microsoft reported its earnings yesterday and they were on balance very good. From Bloomberg: Microsoft Corp.’s quarterly sales topped estimatesSubscribe […]
Daily Update: Apple Earning, Apple Pay Launches
Good morning, I’m finally set up in the new place, albeit a couple of hours late. Thanks again for your patience both yesterday and today. I look forward to getting back up to speed. Today I’m focusing on Apple’s earnings and the Apple Pay rollout; I’ll catch up on some other items tomorrow, including IBM.Subscribe […]
Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
Good morning, The news of the day was certainly the fact that HBO is planning to sell subscriptions directly to customers. It’s a big deal, but the reaction among tech folks has been way over the top; this is not the beginning of the end of the cable bundle, for all the same reasons ISubscribe […]