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: 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 […]
Daily Update: PayPal and Square, Facebook Payments?, Samsung: What Now?
Good morning, As I note below, I finally posted my PayPal article. Check it out! On to the update: PayPal and Square Yesterday I wrote on Stratechery about how PayPal is destined to grow increasingly irrelevant as innovation in the payments space moves to merchant account-based purchases: PayPal’s success in solving the peer-to-peer problem hasSubscribe […]
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 […]
Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone
Good morning, I wrote a brief piece on Stratechery about Amazon buying Twitch; my takeaway was in the title: Amazon: Not an E-Commerce Company. One could argue that makes the upside in their stock even greater, but were I an investor, I think I’d be out. I buy the e-commerce story; Amazon ruling the world,Subscribe […]
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: The United States’ PC Hangover, Message App Milestones, iPhone 6 Screen Size Conjecture
Good morning, Welcome to the last week of August! Fortunately, we’re all interested in tech, where there is always something interesting being announced – or rumored. On to the update: The United States’ PC Hangover There were lots of interesting tidbits in the latest comScore U.S. Mobile App Report, particularly the list of the topSubscribe […]
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: 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: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit ItSubscribe […]