Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
Daily Update: How to Violate Privacy Like a Professional, Microsoft Acquires Acompli, Amazon’s Kiva Cleverness
Good morning, Thanks so much for the overwhelming response to yesterday’s request for feedback. I really appreciated the kind words. I’m going to give the 4 and 1 system a shot for a few weeks and then go from there. Look for an earlier-than-usual big article early next week. On to the update: How toSubscribe […]
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 […]
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: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文
Good morning, I have to admit, after writing yesterday’s posts on IBM and Google, and recording an episode of Exponent earlier today (it will be posted tomorrow), I’m a bit zonked. Let me get a cup of coffee… OK, I’m back. On to the update: Peak Google and Disruption’s Cousins I posted a piece lateSubscribe […]
Peak Google
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]
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 […]
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: Facebook Launches Atlas, News as a Service
Good morning, My first item today is about Facebook’s new (relaunched) Atlas product. You may think it’s creepy, so check back on Stratechery later on to see what I think about Ello. I will warn you, though, I’m not a fan. On to the update: Facebook Launches Atlas From the New York Times: Facebook builtSubscribe […]