Good morning, Thanks so much for the overwhelming response to yesterday’s request for feedback. I really appreciated the kind words. I’m going to give the 4 and 1 system a shot for a few weeks and then go from there. Look for an earlier-than-usual big article early next week. On to the update: How toSubscribe […]
Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
Good morning, Thank you to everyone for the kind words after yesterday’s announcement about Stratechery’s success-to-date (check out that post for an expanded version of what I wrote yesterday). As I intimated yesterday, I don’t plan on talking much more about this; I just want to think about and write interesting stuff, and I’m reallySubscribe […]
Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]
Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
Good morning, Many of you have requested that I send Stratechery articles via email, just as I do the Daily Updates. I’m happy to announce that I will be doing just that from now on via the normal Stratechery email notification list. If you would like to receive Stratechery posts via email, please subscribe hereSubscribe […]
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episodeSubscribe […]
Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform
Good morning, Let’s get to it – on to the update: The Twitter Mismatch Twitter reported its third-quarter results yesterday. From the Wall Street Journal: One year after its initial public offering, Twitter Inc. is still having a hard time convincing investors to look beyond one touchy metric: user growth. The social-media company reported MondaySubscribe […]
Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
Good morning, I hope you’ll forgive a longer update today: as you can see from the title, I’ve written something of a young-adult fiction trilogy. On to the update: Microsoft Earnings and Surface’s Alleged Success Microsoft reported its earnings yesterday and they were on balance very good. From Bloomberg: Microsoft Corp.’s quarterly sales topped estimatesSubscribe […]
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 […]
Peak Google
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]