Daily Update: The Samsung Galaxy S6, Samsung Pay, HTC: Industrial Design for Hire

Good morning, I apologize that this Daily Update is late; I’m actually posting from San Francisco, having just arrived on an overnight flight from Taipei. I’ll be up and down the West Coast for the next week, and plan on attending the Apple Watch event next Monday, so Daily Updates may be a bit irregular.Subscribe […]

Daily Update: Apple Earnings

Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates,Subscribe […]

Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From

Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting afterSubscribe […]

Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India

Good morning, A special treat today (and Monday): I was able to spend some time with Hugo Barra, Vice President of International for Xiaomi. We had a wide-ranging conversation about Xiaomi’s strategy, their target customer, success in India, how they make money, and accusations that they copy Apple. In fact, it was so much thatSubscribe […]

Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes

Good morning, Hello from Beijing! Today was Xiaomi’s latest announcement and I published a Storify of my live-tweets here. Today’s update is my initial reaction to what was presented. On to the update: Notes from the Xiaomi Event I arrived at the China National Convention Center a little over an hour before the Xiaomi eventSubscribe […]

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 andSubscribe […]

Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi

Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]

Daily Update: Xioami’s Profit, Xiaomi to Sell Air Purifier, Xiaomi India Ban Lifted

Good morning, Two quick things: Many of you have asked about how you might gift Stratechery memberships. I will have a solution for you on Friday Tomorrow my co-host on Exponent, James Allworth, will be filling in for me on the Daily Update. The content and opinion are his alone, and I suspect it willSubscribe […]

Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker

Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.