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: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
Good morning, I apologize for the lack of pieces on the main Stratechery blog this week; we’re moving house, and it’s all a bit hectic. I should have something up later today. On to the update: Hailo Exits North America One of the most persistent criticisms of Uber has been that it will face anSubscribe […]
Don’t Blame Uber
At the risk of painting too broad a stroke, it seems to me that much of the opposition to changes wrought by the Internet undervalue the positive impact said changes have on normal people. For example, people despair over newspapers closing without appreciating the explosion in quality content freely available to anyone anywhere in the […]
Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison
Good morning, The iPhone goes on sell today, and there are lines all over. Many suspect the lines are longer due to resellers looking to take advantage of Apple’s China delay, but at least one of the licensing obstacles to the iPhone going on well was removed yesterday. Several folks have asked me if theSubscribe […]
Daily Update: What I Got Wrong About Apple Watch, The Best iPhone Review, German Court Lifts Uber Ban
Good morning, So much for too much Apple. I’ve had a tumultuous day. As I recount below, a tweet and an article have convinced me that, while my concerns about Apple’s presentation approach may be valid, I likely have the Apple Watch as a whole completely wrong. The result was what I intended to beSubscribe […]
Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone
Good morning, I wrote a brief piece on Stratechery about Amazon buying Twitch; my takeaway was in the title: Amazon: Not an E-Commerce Company. One could argue that makes the upside in their stock even greater, but were I an investor, I think I’d be out. I buy the e-commerce story; Amazon ruling the world,Subscribe […]
Daily Update: Gaming and New-Market Disruption, Why the PS4 is Winning, Uber Testing On-Demand Product Deliveries
Good morning, I trust you won’t mind a couple more items on gaming; I (obviously) find the current debate fascinating, and it’s not as if there is much happening in traditional tech land! On to the update: Gaming and New-Market Disruption The fastest growing demographic in gaming is adult females. From the Wall Street Journal:Subscribe […]
Daily Update: What Consoles Say About iPads, Uber Opens API, The Samsung Nook
Good morning, Yesterday I wrote about my changing view on consoles in a piece called Games and Good Enough. As most of you may recall, last June I argued that consoles would soon be disrupted. Now I’ve changed my mind; I suspect that consoles will in fact safely own the high end of the gamingSubscribe […]
Daily Update: Amazon Earnings, Xiaomi Releases Wearable, Facebook Messenger and Uber
Good morning, First off, I had a new post on Stratechery on Wednesday about the Apple-IBM deal called Big Blue and Apple’s Soul. Check it out if you missed it. Secondly, I am having meetups for Access members in New York (8/1), Chicago (7/31) and Madison (TBD) over the next couple of weeks. I haveSubscribe […]
Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music
Good morning, I wrote a piece on Stratechery called Smartphone Truths and Samsung’s Inevitable Decline. While it is mostly about why Samsung’s disappointing results shouldn’t be a surprise, there are also several points that cover why Apple is not doomed, but Microsoft and Amazon are. Today’s theme is supply-and-demand, and we unsurprisingly start with UberSubscribe […]