Good morning, First off, I had a new post on Stratechery on Wednesday about the Apple-IBM deal called Big Blue and Apple’s Soul. Check it out if you missed it. Secondly, I am having meetups for Access members in New York (8/1), Chicago (7/31) and Madison (TBD) over the next couple of weeks. I haveSubscribe […]
Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]
Daily Update: Facebook’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 […]
Daily Update: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
Good morning, Today is Asia-themed, but with a US twist. On to the updates: Apps on Xiaomi According to Flurry, Xiaomi users love apps: Over the past 6 years, the average Apple iPhone consumer has spent more time in apps than consumers of every Android device we track – by a wide margin. This year,Subscribe […]
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 […]
Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
Good morning, Happy Independence Day to all of my readers in the United States, and an early happy weekend to those of you in the rest of the world. Due to the holiday there will be no Daily Update tomorrow. On to today’s updates: Microsoft’s Muddle Continues There are three interesting items on Microsoft that,Subscribe […]
Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
Good morning, This update is arriving early because I am headed for the airport with my family for several weeks with my parents in Wisconsin. The fact I can do this is because of all your support, so thank you. Second, I feel pretty optimistic about keeping these updates on their early-morning schedule, but thereSubscribe […]
Daily Update: The FAA and Drones, Google to Preannounce New Android, Oculus Seeking Partners
Good morning, I wrote a piece yesterday about the latest attempt by European publishers to extract concessions out of Google for including their content in its listings. I’ve always found the idea kind of silly on the face of it, but actually thinking about why it is silly results in some interesting takeaways about whereSubscribe […]
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: Privacy is Dead Follow-up, Facebook Launches Google+, Praising Adobe (and a bit on disruption)
Good morning, There has certainly been a lot of chatter about disruption over the last 24 hours; I know many of you have asked for my opinion about Jill Lepore’s article in the New Yorker. I suspect James Allworth and I will touch on this on Exponent, but for now, I would say that theSubscribe […]