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: More on GT Advanced’s Shady Bankruptcy, Apple Watch in China Vogue, LINE Reveals MAUs
Good morning, Apple has announced another event for this Thursday for presumably the iPad, Mac, and OS X. However, I don’t think I’ll be writing a preview piece (except in this newsletter); that, more than anything, describes the iPad’s faded star. I do have a whole host of thoughts, though, I just plan on savingSubscribe […]
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 […]
Daily Update: Shame on Bloomberg (and Apple); Apple Refutes Bend-gate; China Mobile Cutting Subsidies
Good morning, So much for my insistence on writing less about Apple! The company is just churning out news right now. I did want to acknowledge the Shellshock Bash bug. This is the best piece I’ve read about what seems to be a very big deal and, to be honest, the most newsworthy thing thatSubscribe […]