Daily Update: Twitter’s Results, Algorithm, and Value

Good morning, Today is all about Twitter; I’m going to both review their results and touch on their recent flood of announcements. I think that one explains the other. On to the update: Twitter’s Results Twitter’s results were pretty much exactly what you might have expected, particularly given the Twitter-driven Steven Levy piece about Twitter’sSubscribe […]

Daily Update: LINE Launches Grocery Services, Google Versus Uber?

Good morning, Thank you all for your patience yesterday in my ongoing litigation of the viability of blogs-as-a-business. Do note that I edited the piece a fair bit; the current version on Stratechery is a bit shorter and bit fairer to Vox (no poop references). As I’ve written, I’m cheering for all of the newSubscribe […]

Blogging’s Bright Future

Blogs may not be the only means of expression on line, but they are a more viable as a business for writers focused on niches than ever before.

Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)

Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-GoogleSubscribe […]

Daily Update: Facebook Earnings, Naver/LINE Disappoint

Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to severalSubscribe […]

Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things

Good morning, I hope this is obvious, but since I did get a question, no, Xiaomi is not paying for my trip next week. I have a media invitation, that’s it. I’m paying for the trip because I think Xiaomi is a big deal and I hope to understand them better, and more importantly, shareSubscribe […]

Daily Update: Christmas Gifts for Startups

Good morning, Happy New Year! As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no update from December 31-January 2. The regular daily schedule will resume on Monday, January 5. Today continues Christmas gifts for tech companies:Subscribe […]

Daily Update: Christmas Gifts for Google, Facebook, and Twitter

Good morning, Last call for Stratechery Gifts! I’ll be taking this page down after Christmas. Please note that once you make your payment I will immediately send you a registration link for the gift membership; you can forward this link to your recipient directly. Please don’t share this link with anyone other than the recipient,Subscribe […]

Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts

Good morning, Many of you asked me how you can give Stratechery memberships as a gift, and I’m happy to announce you can give one year, non-renewing memberships by visiting this link: Stratechery Gifts Once you make your payment I will send you a registration link for the gift membership; you can forward this linkSubscribe […]