E-Commerce

Cisco’s Results — and Future, Tencent’s Advertising Shift

Thursday, May 14, 2015

Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.

Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service

Thursday, April 2, 2015

Daily Update: Microsoft is Rebuilding Office, Amazon Home Services

Tuesday, March 31, 2015

Daily Update: Xiaomi and the U.S.; Slack, Momentum, and Microsoft; David Carr Passes Away

Friday, February 13, 2015

Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage

Monday, February 9, 2015

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

Tuesday, February 3, 2015

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

Friday, January 30, 2015

Daily Update: Facebook Earnings, Naver/LINE Disappoint

Thursday, January 29, 2015

Daily Update: Cloud First, Jet.com Taking on Amazon, A Teenager’s View on Social Media Follow-Up

Wednesday, January 14, 2015

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

Friday, December 19, 2014

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service

Daily Update: Microsoft is Rebuilding Office, Amazon Home Services

Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage

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

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

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips