Daily Update: Facebook’s New Platform

Good morning, Private RSS feeds should be fixed! Finally! Let me know if you still have any problems. I apologize for the delay in fixing this issue, and will be taking steps to ensure such things are fixed more quickly in the future (on a related note, Marco Arment was right). Today’s update is aSubscribe […]

Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity

Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours afterSubscribe […]

Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings

Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit yourSubscribe […]

Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads

Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]

Daily Email (2014-04-21): Social Platforms

Monday, April 21, 2014 – Social Platforms Good morning, First off, thank you for being a member of Stratechery. I really appreciate it. Second, in case you have not heard, this email will be the way in which I deliver your premium content. I explained my thinking last Friday in Free Stratechery and the DailySubscribe […]

Newspapers Are Dead; Long Live Journalism

The fundamental economic model of newspapers is broken; for journalism to survive, new business models must be found.

The Stages of Newspapers’ Decline

The second-most common objection to FiveThirtyEight and the End of Average was along these lines: Love 100% of @stratechery posts but this one off: forgets to segment market. Many don't care about "quality" news http://t.co/KnSmNgZbS2 — Rich Yudhishthu (@yudhishthu) March 17, 2014 That’s very true; those same people – and there are a lot of […]

Messaging: Mobile’s Killer App

Messaging is a completely new kind of social networking that is uniquely enabled by mobile.

Google’s New Business Model

Excepting the patent and panic-driven Motorola deal, prior to yesterday’s acquisition of Nest for $3.2 billion, the previous largest deal Google’s history was DoubleClick for $3.1 billion 2006. Beyond the similar dollar figures, it’s a deal worth considering for what it says about Google then and now. With the acquisition of DoubleClick, Google solidified its […]

Business Models for 2014

Perhaps the greatest continuing disconnect between technologists and normals is the value ascribed to software. As Marc Andreesen famously declared, “Software is eating the world,” and while that is absolutely true, software, especially in the consumer space, is not eating value, at least not directly. In fact, if 2013 taught us anything, it’s that the […]