Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
Daily Update: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
Good morning, The position of China in tech is so fascinating: it is well on its way to being the most important market in the world, yet it is largely inaccessible to most foreign companies. The big exception in the U.S. is Apple, so we start there. On to the update: Understanding China, or NotSubscribe […]
Daily Update: Google Blocked in China, WeChat Ecommerce, LINE IPO?
Good afternoon, I finally posted the WWDC piece I mentioned yesterday: Growing Apple at WWDC. While the number of updates were pretty incredible, I think they mostly fit into a coherent growth strategy. Check it out. I apologize again that today’s update is a little later (tomorrow’s probably will be as well). I’m very muchSubscribe […]
Daily Update: Windows 8.1 with Bing, Hacking and Corporate Responsibility, Asian Chat App Updates
Good morning, Happy Memorial Day to my US readers, and Happy Monday to the rest of the world. When it comes to holidays, I plan on observing the Taiwanese holidays for most of the year, but American holidays during the summer (i.e. July 4). I’ll always let you know before I take a day offSubscribe […]
Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA
Good morning, In case you missed my announcement, I’m moving forward with Stratechery’s originally planned podcast, called Exponent. You can get all of the relevant feeds and links at Exponent.FM. On to the update: Square Retrenching Earlier this week Square withdrew Square Wallet from the app store and launched a new service called Square Order.Subscribe […]
Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms
Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]
Messaging: Mobile’s Killer App
Messaging is a completely new kind of social networking that is uniquely enabled by mobile.