Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars

Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]

Daily Update: Box Updates S-1 (and Look Great), Instagram Passes 300 Million, Microsoft Acquires HockeyApp

Good morning, According to Panic, Apple changed its mind about Transmit’s ability to add external files to iCloud Drive. This is certainly a positive development, and while I might be biased, I think it actually fits with what I wrote on Wednesday: a major stink was raised, alerting Apple’s engineering team to the issue, andSubscribe […]

Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India

Good morning, Today’s report is a little long and little late due to some late-breaking developments. My apologies. On to the update: On the New Republic, Journalism, and BuzzFeed Anyone who follows journalism even tangentially was certainly inundated with the news about the upheaval at The New Republic. In case you missed it, a summarySubscribe […]

Daily Update: Why Vox (and BuzzFeed) are Valuable; Outbrain Filing for IPO

Good morning, It’s great to be back. It was wonderful to have a break – I ended up crashing out completely with a sore back and nasty cold – but I missed writing for two whole days! I hope you missed me too… On to the update: Why Vox (and BuzzFeed) Are Valuable From theSubscribe […]

Daily Update: Facebook’s Trio of Announcements, Apple Adds UnionPay, The Web Isn’t Dying

Good morning, I fell pretty drastically behind on both email and in processing rebates/credits over the last few days, so my apologies for any delays. I’ll be taking care of that this week. On to the update: Facebook Facebook Facebook There was a trio of noteworthy Facebook announcements over the weekend: Facebook is improving itsSubscribe […]

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 broadSubscribe […]

Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform

Good morning, Let’s get to it – on to the update: The Twitter Mismatch Twitter reported its third-quarter results yesterday. From the Wall Street Journal: One year after its initial public offering, Twitter Inc. is still having a hard time convincing investors to look beyond one touchy metric: user growth. The social-media company reported MondaySubscribe […]

Daily Update: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文

Good morning, I have to admit, after writing yesterday’s posts on IBM and Google, and recording an episode of Exponent earlier today (it will be posted tomorrow), I’m a bit zonked. Let me get a cup of coffee… OK, I’m back. On to the update: Peak Google and Disruption’s Cousins I posted a piece lateSubscribe […]

Peak Google

Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]