Good morning, Today’s update is quite substantial. I feel I owe it to you all as the rest of the week is going to be a little lighter; I’m leaving very early tomorrow morning to return to Taiwan with two kids in tow, so the next three days are going to be challenging as farSubscribe […]
Daily Update: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit ItSubscribe […]
Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
Good morning, Tech is amazing: after doing more of a thematic Daily Update yesterday, I now feel behind on everything that is happening. And it’s late July! One more bit of followup though on media and authority: I thought it was interesting to see Nate Silver complain about the attention the New York Times wasSubscribe […]
Smartphone Truths and Samsung’s Inevitable Decline
For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]
Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctantSubscribe […]
Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
Good morning, It seems that Mailbox on iOS does not display the mobile version of these emails, but Mail.app does. I’ve reached out to both Mailchimp and Mailbox to see what is the best way forward; in the meantime, it may be easiest to view this on the web page. I apologize for the trouble.Subscribe […]
Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup
Good morning, It’s the end of week 2 – thanks for being a member! If you have not yet (re)made your t-shirt size selection, please do so (some people who signed up in the first week did not have their sizes recorded properly). You can update your size (or decline it) on your profile page.Subscribe […]
Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]
Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads
Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]
Samsung’s Disappearing Differentiation
Earlier this week Samsung, and I’m quoting the headline of the press release, “Unveil[ed] Comprehensive, Lifestyle-Focused Galaxy Gifts Package for Next Generation Galaxy S5”: Samsung Electronics Co., Ltd. today announced its collaboration with 16 of the world’s leading mobile content and service providers to offer Galaxy S5 users more than $600 worth of exclusive, pre-paid […]