Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO

Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiSubscribe […]

Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips

Good morning, I wrote a new piece on Stratechery yesterday that will arrive in your mailboxes soon. In short, I heard from many, many readers that they preferred to receive posts in their email along with the Daily Updates. If you would prefer to not receive emails about posts on the main blog, please holdSubscribe […]

Daily Update: Qualcomm’s Challenges, Uber’s Potential

Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contactSubscribe […]

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 […]

Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface

Good morning, Here are today’s updates: Level3 and Internet Congestion Level3, one of the largest Tier 1 network providers in the country, wrote a blog post called Observations of an Internet Middleman: The average utilization across all those interconnected ports is 36 percent. So you might be asking – what is all the fuss aboutSubscribe […]

Daily Update: Microsoft, Qualcomm and Amazon Earnings

Good morning, I am aware of two issues with the daily update: Some email addresses were not automatically imported to MailChimp. I am investigating why and will add you manually if need be. Please email me if you have not been receiving emails Feedly does not respect the private RSS feed addresses and instead redirectsSubscribe […]