Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.
Netflix Goes Global, iPhone Worry
Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.
Twitter 10,000, The Problem with Links, The Business of Expanded Tweets
News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.
CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games
I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.
The Big 5 Year in Review: Apple, Google, Microsoft, Amazon, and Facebook
A year-end review of tech’s five most important companies.
SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance
SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney
Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger
More on Slack’s platform opportunity, which can be compared to what WeChat has already accomplished in China. That said, the fact way that China is truly mobile-first means that it’s likely that no one — including Facebook Messenger — will fully imitate WeChat’s model.
Slack and the State of Technology at the End of 2015
Slack has announced the Slack Platform. It’s an obvious move, but it’s the obviousness that indicates what a huge opportunity it is
Apple Drops Planned Live TV Service, YouTube’s Top Ten Videos of 2015, Apple and the NFL?
Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?
Dropbox Kills Carousel and Mailbox, Facebook Kills Creative Labs
Dropbox finally focuses on business, while Facebook realizes it’s a big company now.