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 […]
The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things
Good morning, I hope this is obvious, but since I did get a question, no, Xiaomi is not paying for my trip next week. I have a media invitation, that’s it. I’m paying for the trip because I think Xiaomi is a big deal and I hope to understand them better, and more importantly, shareSubscribe […]
Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings
Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]
Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi
Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]
Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]
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: PayPal and Square, Facebook Payments?, Samsung: What Now?
Good morning, As I note below, I finally posted my PayPal article. Check it out! On to the update: PayPal and Square Yesterday I wrote on Stratechery about how PayPal is destined to grow increasingly irrelevant as innovation in the payments space moves to merchant account-based purchases: PayPal’s success in solving the peer-to-peer problem hasSubscribe […]
Daily Update: China and Microsoft, Sony vs. Samsung, Why Twitter Adds Favorites to Your Timeline
Good morning, I’m working on a piece about Apple, the cloud, and culture; I think it’s pretty interesting and I hope a good contribution to what has happened this week. It will hopefully be up later this morning. I’m pushing my piece on payments and the wearable to next week. On to the update: ChinaSubscribe […]
Daily Update: Don’t Call It an iWatch; Apple, Samsung, and the Internet of Things; Alibaba’s Results
Good morning, Today was one of those days on the Internet where the whole endeavor really seems like a terrible idea. The nice thing about writing this update, though, is it’s a reminder of how the Internet makes it possible to connect directly with all of you. I’m thankful for that. On to the update:Subscribe […]