Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage

Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I made […]

Daily Update: JD.com Prices IPO, Google’s SEC Letter, Patent Reform Dies

Good morning, My Surface piece got pushed to today, so keep an eye out for that later. On to today’s update: JD.com Prices IPO While tons of attention has been paid to Alibaba’s forthcoming IPO, JD.com, China’s 2nd-largest e-commerce company, has flown under the radar. From the BBC: Chinese online retailer JD.com has raised $1.8bn […]