Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade

Good morning, I wrote yesterday that I thought the Minecraft acquisition made a lot of sense for Microsoft both from a financial point-of-view – given it’s engagement numbers, I think Minecraft has a lot of latent revenue opportunities – but also from a strategic point-of-view. It’s a natural fit with where Satya Nadella wants to […]

Microsoft’s Good (and Potentially Great) Minecraft Acquisition

It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]

Daily Update: How Tim Cook Should Have Introduced Watch, Apple Pay and the Apple Watch, Microsoft to Buy Minecraft?

Good morning, I wrote about the Apple Watch introduction on Stratechery in a piece called Apple Watch: Asking Why and Saying No. In short, while I like everything hardware-related about the watch, I was very concerned with both the keynote messaging and the software. Moreover, I think those two concerns are interrelated: the need the […]