Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.
Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.
This daily update analyzes the news that Google will launch a buy button for some mobile searches, and in that context moves to a discussion of e-commerce on Instagram and Pinterest.
Good morning, I know yesterday’s post was a bit long, but I hope useful. As for Twitter/Meerkat, I still plan on writing it, but probably around the time Periscope comes out. There’s nothing particularly timely about my take. On to the update: Sony Launches PlayStation Vue TV Service From The Verge: Sony’s attempt to competeReading […]
Good morning, Happy New Year! As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no update from December 31-January 2. The regular daily schedule will resume on Monday, January 5. Today continues Christmas gifts for tech companies:Reading […]
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.
Good morning, I am pleased to announce that you can now purchase and manage multiple licenses for the Stratechery Daily Update (or Update & Access): There is a 10% per-license discount for 2 or more licenses These accounts may be set up and managed centrally or on an individual basis Volume licenses are only availableReading […]
Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichReading […]