Xiaomi’s CEO confirms how and why the company went wrong; then, why I got Lenovo wrong when it comes to smartphones. Plus, why China is such a challenging market for everyone, including Apple.
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.
Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess up […]
Good morning, Moore’s Law really is fifty years old: the original paper was in 1965, not 1975. Ugh! On to the update: Samsung’s Retreat While I have used the smiling curve to explain the dilemma facing publishers, as I noted at the time the very concept came from the world of Asian OEM’s — Acer […]
Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radar […]
Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important to […]