On the business, strategy, and impact of technology.
Today’s Daily Update includes:
– Follow up on yesterday’s post on AWS, including why Amazon still worries me
– An overview of the Tesla Powerwall and what kind of company Tesla is
– A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
Good morning, The promised update to Stratechery is imminent — if all goes well, it will happen in the next 24 hours. I will include more details in tomorrow update, but the primary impact on subscribers is minimal. Specifically: Your Stratechery login will be your email address, not your old username The first time youSubscribe […]
Good morning, Just a reminder, there will be no Daily Update tomorrow, as I will be traveling with my family. In addition, the plan is to launch an updated design of Stratechery, along with a brand new membership system, and a Discourse-based discussion forum this coming Monday. There shouldn’t be any interruption in the dailySubscribe […]
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Good morning, It’s a Microsoft heavy day, ranging from the (relatively speaking) distant past, the present, and perhaps the future. On to the update: Remembering Microsoft’s Antitrust Trial Not. My. Week. Yesterday I wrote that the Microsoft antitrust case was in 1998; wanting to be sure I checked Wikipedia which to my surprise said 2001.Subscribe […]
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense.
More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses where to invest), and on the flip side, who might be interested and why.
Good morning, Late last night was Apple Watch ordering mania. A few observations: Within minutes the Apple Watch Edition quickly moved from May to June and some models to August. In China, meanwhile, they completely sold out It seemed to take about six minutes for ship dates to start slipping from 4/24-5/8 to something laterSubscribe […]
Good morning, I’m writing this through my tears as Wisconsin lost in last night’s national men’s basketball championship. I will say, one thing I’m grateful for when it comes to living abroad is that I am by necessity a lot less invested in sports than I used to be; morose is far better than incapacitated,Subscribe […]
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
Good morning, I trust you all had a great Chinese New Year. True, I know the vast majority of you don’t celebrate the holiday, or even know it exists (or at least when), but I can assure you your “holiday” was better than one Chinese company’s. On to the update: Lenovo’s Superfish Debacle From ArsSubscribe […]
