Good morning, I hope you all are having a good Christmas break (or a good end-of-the-year, if you’re not in the West). As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no December 31-January 2. The regularSubscribe […]
Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]
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: 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: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]
Daily Update: Yo, Facebook Wedge, Intel to Offer Customizable Chip
Good morning, I am working on a piece about Amazon’s new smartphone. Like most, I’m not that impressed by the phone or the price, but there’s something I’m even more concerned about (this is my best attempt at an Upworthy-type lead). Look for the piece later today. On to the (non-Amazon) updates: Yo Everyone isSubscribe […]
Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC
Good morning, I mistakenly made yesterday’s Daily Update available to everyone; I promise you that was not intentional, and apologize for lowering the value of your subscription for even a day. I also wrote about the ongoing dispute between Amazon and the publishers in a piece called Publishers’ Deal with the Devil. Amazon also releasedSubscribe […]
The Intel Opportunity
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vision to ensure Intel’s continued success? I’m not talking about Brian Krzanich, who today was promoted from COO to […]
Value Chains
The Samsung Galaxy 4 reviews should be rolling in shortly. They will recount the screen, processor, camera, face detection tech — every speed and feed there is will be dissected, discussed, and scored. Said features will be compared, first to the recently released HTC One, and most certainly to the iPhone 5. And most of […]