Facebook and the Feed

In a week where much of the Internet was all atwitter about Mobilegeddon, Google’s pre-announced algorithm change that will favor mobile-friendly sites in mobile search results, a potentially far more impactful announcement was much more of a surprise: Facebook is tweaking the News Feed algorithm. This is a big deal for publishers in particular: according […]

Daily Update: Where is YouTube on the Publishing Curve?, Sites About Everything, Larry Sanders and The Player’s Tribune

Good morning, I wanted to give you a quick update on Stratechery. I am in the process of implementing a new membership system that should hopefully solve many of the problems some of you have encountered, including logging in issues, abrupt cancellations, etc. In broad strokes I am moving from packaged software to a software-as-a-service […]

Daily Update: Samsung and Qualcomm, AOL: Stuck in the Middle, New York Times Reports Strong Results

Good morning, Thanks for the responses to my Daily Update RSS Usage survey – if you missed it yesterday, I’m exploring options for updating my site, and need to understand how important RSS usage for the Daily Update is to you. On to the update: Samsung and Qualcomm The Samsung-Qualcomm soap opera – in many […]

Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings

Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history and […]

Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify

Good morning, As you will see in your inboxes momentarily, I wrote a new post on Stratechery called Two Microsofts about Microsoft’s decision to make Office free on mobile for consumers. The big takeaway is that, if you look at Microsoft through the lens of business models, they are already two different companies: one consumer, […]

Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings

Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broad […]

Publishers and the Smiling Curve

Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.