Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide

Good morning, Only 49% of you opened yesterday’s email (it’s usually 80%+); I heard from several folks on Twitter that it got sent to spam, likely because of GroupOn, so please take a look and mark it as “not-spam” if that is the case. I’ll be writing about the Microsoft Surface announcements on Stratechery laterSubscribe […]

Daily Update: AT&T to Buy DirecTV, Google to Buy Twitch, Facebook Building Snapchat Competitor

Good morning, After a relatively slow week, lots of stuff happened this weekend, so let’s get to it: AT&T to Buy DirecTV Lots of folks are comparing this proposed deal to the Comcast-Time Warner merger, but I think it’s much more benign, both from an explanatory perspective as well as an impact one. One ofSubscribe […]

Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten

Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichSubscribe […]

Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms

Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]

Dependent on Digital Whales

It was very hard to find fault with anything that Facebook announced at F8 last week. Unlike their past developer efforts, which were all about pulling content onto Facebook, this year was about pushing Facebook’s infrastructure out into all kinds of mobile apps. The win for Facebook is that much more signal about their users, […]

Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup

Good morning, It’s the end of week 2 – thanks for being a member! If you have not yet (re)made your t-shirt size selection, please do so (some people who signed up in the first week did not have their sizes recorded properly). You can update your size (or decline it) on your profile page.Subscribe […]

Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity

Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours afterSubscribe […]

Daily Update: Net Neutrality, Google+, Amazon Earnings Follow-up

Good morning, A few site updates: For access members, I invited everyone who had updated their profile to confirm that they wanted Glassboard access to the private Glassboard. If you haven’t gotten an invitation, please double-check your profile; I’ll do another import later today. I’ve manually gone through the member lists to make sure everyoneSubscribe […]

Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads

Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]

Black Box Strategy

With the announcement of the Amazon Fire TV and the leak of the alleged Android TV, all of the major players have (or soon will have) a TV offering. There’s been a lot of talk about how similar the products are, but those similarities are for good reason; what is more interesting to me are […]