Good morning, I’m finally set up in the new place, albeit a couple of hours late. Thanks again for your patience both yesterday and today. I look forward to getting back up to speed. Today I’m focusing on Apple’s earnings and the Apple Pay rollout; I’ll catch up on some other items tomorrow, including IBM.Subscribe […]
Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow
Good morning, My piece on PayPal will drop later today, so keep an eye out for that. Just a heads-up that I’m traveling this week so updates may be a bit irregular. Thanks for your patience. On to the update: HP to Split Big news from The Wall Street Journal: Hewlett-Packard Co. plans to separateSubscribe […]
Daily Update: Talko, Bye-bye Beats Music?, About that iPhone Line Film
Good morning, I wrote about Uber yesterday, but in reality I was actually writing about why I think the tech industry should become much more proactive about the development of a social safety net. Not only would a better safety net spur entrepreneurship, but it would also provide a cushion for those who lose theirSubscribe […]
Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted
Good morning, It’s official: I won’t be going to the keynote in person, but since the presentation will be streamed I will once again hold a live chat for Access members. I’ll email details next week. In addition, look for a new episode of Exponent later today. On to the update: Apple and the CloudSubscribe […]
Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
Good morning, There have been a whole clutch of new Apple rumors in the last 24 hours, particularly around payments. Next week I’ll be getting back to writing twice-weekly articles for the main site, and plan to spend at least one (and probably two) focused on the iPhone. So hang tight. I also got anSubscribe […]
Big Blue and Apple’s Soul
I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the […]
It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Breaking Down Satya Nadella’s Letter
Good morning, I apologize today’s update is a bit late; I’ve been struggling with a bit of Stratechery technical debt (specifically the apparently broken login on the membership page). Still, I suppose that’s a fitting segue for today’s single topic, Microsoft. Breaking Down Satya Nadella’s Open Letter Let me cut you off at the pass:Subscribe […]
Daily Update: Google I/O – Analysis on Every Announcement
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughSubscribe […]