Good morning, I made a mistake in yesterday’s Snapchat post. Specifically, the excerpted email at the beginning was not written by Snapchat CEO Evan Spiegel; rather, it was written by Twitter CFO Anthony Noto to Evan Spiegel. I greatly regret the error. On to today’s update about Google Wallet and, inevitably, Apple Pay: Google WalletSubscribe […]
Daily Update: Lenovo’s Superfish Debacle, AT&T Prices Privacy
Good morning, I trust you all had a great Chinese New Year. True, I know the vast majority of you don’t celebrate the holiday, or even know it exists (or at least when), but I can assure you your “holiday” was better than one Chinese company’s. On to the update: Lenovo’s Superfish Debacle From ArsSubscribe […]
Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?
The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
Docker and the Integrated Open Source Company
It’s been a long time since an open source project has gotten as much buzz and attention as Docker. The easiest way to explain the concept is, well, to look at the logo of the eponymous1 company that created and manages the project: The reference in the logo is to shipping containers, one of the […]
Daily Update: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
Good morning, Uber has raised $1.2 billion at a $40 billion valuation. It’s just as good a time as any to re-read Why Uber is Worth $18.2 Billion and Why Uber Fights. There’s a reason I and so many spend so much time on the company! On to the update: Amazon is Selling Diapers FromSubscribe […]
Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale
Good morning, Today’s update is really one big piece focused on the rise of local players in smartphones, with a specific focus on Xiaomi and Micromax. On to the update: Xiaomi Wins on More than Price Big news from China, from the Wall Street Journal: Xiaomi, the Chinese smartphone maker with the diminutive name, becameSubscribe […]
WWDC Expectations
Update: bumping to the top of the page Beyond the usual updates of iOS and OS X, there are two significant rumors about what Apple might unveil next week at WWDC. The first is Healthbook, as detailed by Mark Gurman here and here. The second is Apple’s plan for a smart home, first reported by […]
What Clayton Christensen Got Wrong
Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.