Good morning, Just two items today, but two biggies: a massive follow-up to my most recent article on Stratechery, as well as an overview of the Twitter mess. On to the updates: More on Apple TV and Consoles I wrote last week that it seemed few people knew that Computex is going on, which isSubscribe […]
Daily Update: Twitter’s World Cup Starter Kits, Amazon’s Dangerous Tactics, LINE Partners with Salesforce
Good morning, It’s World Cup day! I couldn’t be more excited (even if I shouldn’t be) – I even have a World Cup related update. On to the update: Twitter’s World Cup Starter Kits Twitter is trying out some interesting new features designed to drive engagement during the World Cup. From Alexis Madrigal at theSubscribe […]
Daily Update: Amazon’s Phone Announcement, Apple’s New Ad, Twitter Buys Namo Media
Good morning, Today is my last day in San Francisco; I will have a Daily Update for tomorrow, but it may be a bit shorter than usual. I’m looking forward to getting back on my usual schedule next week. On to the update: Amazon Teases Smartphone Event From Bloomberg: Amazon.com Inc. is planning to introduceSubscribe […]
Dependent on Digital Whales
It was very hard to find fault with anything that Facebook announced at F8 last week. Unlike their past developer efforts, which were all about pulling content onto Facebook, this year was about pushing Facebook’s infrastructure out into all kinds of mobile apps. The win for Facebook is that much more signal about their users, […]
Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart
Good morning, Thanks for being subscribers! No site news, just on to the updates: Apple Retails and the Innovator’s Dilemma As Angela Ahrendts takes over Apple Retail, I explore why Apple Stores matter from a theoretical perspective. Link Yahoo and Tumblr It’s been a year since Yahoo acquired Tumblr, and the New York Times hasSubscribe […]
Twitter’s Marketing Problem
Twitter achieved product-market fit too easily, preventing the company from figuring out exactly what it was.
Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity
Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours afterSubscribe […]
Daily Email (2014-04-21): Social Platforms
Monday, April 21, 2014 – Social Platforms Good morning, First off, thank you for being a member of Stratechery. I really appreciate it. Second, in case you have not heard, this email will be the way in which I deliver your premium content. I explained my thinking last Friday in Free Stratechery and the DailySubscribe […]
Instagram Direct, Twitter DMs, and the Social/Communications Map
Instagram today announced Instagram Direct. From the Instagram blog:1 From a photo of your daily coffee to a sunrise shared from the top of a mountain hike, every Instagram moment contains something you find special—something you broadcast to your followers when you tap “share.” There are, however, moments in our lives that we want to […]
There Are Two Twitters; Only One is Worth Investing In
There are two Twitters. One is for special occasions only, while I am obsessed with the other. The ultimate value of the Twitter stock (TWTR?) is fully dependent on which of these two Twitters is on offer. Twitter #1: What’s Happening? The first version of Twitter isn’t hard to find: Welcome to Twitter. Find out […]