The Diminished iPad

Something very strange is happening this week: there is an Apple event, and very few people – including myself – are particularly jazzed up about it. Oh sure, I’ll watch it, and I hope I’m surprised, but there is very little in the rumor mill – a retina iMac, OS X Yosemite, and the iPad […]

Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over

Good morning, I apologize for the lack of pieces on the main Stratechery blog this week; we’re moving house, and it’s all a bit hectic. I should have something up later today. On to the update: Hailo Exits North America One of the most persistent criticisms of Uber has been that it will face anSubscribe […]

Daily Update: GT Advanced’s Bankruptcy, The Magazine is Shutting Down, Priceless Beats

Good morning, Just a heads up that there will be no Daily Update tomorrow. It is a national holiday in Taiwan and I will be traveling with my family. On to the update: GT Advanced’s Bankruptcy More details are slowly emerging about the shocking bankruptcy of Apple sapphire supplier GT Advanced Technologies Inc. From theSubscribe […]

Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience

Good morning, As I noted, this week’s Daily Updates might be irregular; indeed, today’s is arriving several hours late. I apologize for the delay. I also apologize that the first two items are U.S. centric (yep, TV again). On to the update: The NBA and the State of TV The NBA’s ratings have been decliningSubscribe […]

PayPal’s Incentive Problem

By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.

Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow

Good morning, My piece on PayPal will drop later today, so keep an eye out for that. Just a heads-up that I’m traveling this week so updates may be a bit irregular. Thanks for your patience. On to the update: HP to Split Big news from The Wall Street Journal: Hewlett-Packard Co. plans to separateSubscribe […]

Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters

Good morning, The eBay/PayPal piece I keep promising has turned into something bigger, and it’s not done yet, so I’ve gone ahead and done some more straightforward analysis of the deal below; I think it’s a good move. I did want to follow up on the Box item yesterday to make two points that ISubscribe […]

Daily Update: China Approves the iPhone, Photoshop on Chromebooks, Technology = Tobacco

Good morning, False alarm about the Ello post; hopefully it will go up today instead. On to the update: China Approves the iPhone From Reuters: The iPhone 6 will be sold in China from Oct 17, after rigorous regulator scrutiny led to Apple Inc reassuring the Chinese government that the smartphones did not have securitySubscribe […]