Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google

2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed mySubscribe […]

Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy

Good morning, I hope you had a pleasant and relaxing weekend! Google launched Android One this week, and there are more rumors that Microsoft will indeed buy Mojang. More on that if it happens. On to the update: Google Launches Android One in India Google first announced Android One at this year’s Google I/O, promisingSubscribe […]

Daily Update: Amazon Buys Twitch, Amazon’s Ad Program, Facebook Taking on DoubleClick

Good morning, If you’ll forgive a bit of braggadocio, I’ve certainly been getting lucky on Stratechery when it comes to acquisitions: I wrote about hardware-based business models the day before Google bought Nest, and how messaging was mobile’s killer app the day before Facebook bought WhatsApp. I can’t claim to be quite as spot-on whenSubscribe […]

Daily Update: Twitter is Great for Unprofitable News, Microsoft’s Chromebook Response, Google to Offer Accounts to Children

Good morning, To be perfectly frank, it’s quite difficult to focus on writing these updates; mid-day here is midnight in Ferguson, and Twitter is incredibly compelling. So we’ll start there. On to the update. Twitter is Great for Unprofitable News Mathew Ingram wrote an article exploring why the news in Ferguson is being experienced soSubscribe […]

Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats

Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]

Smartphone Truths and Samsung’s Inevitable Decline

For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]

Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook

Good morning, I hope you all had a good weekend/holiday. On to today’s updates: More iWatch Hires From CNBC: Apple has hired the sales director of luxury Swiss watch maker TAG Heuer to help with the launch of its new iWatch, as the technology group intend on using the prestigious “Swiss made” label to marketSubscribe […]

Additional Thoughts on iWatch and Android Wear

A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]