Good morning, I appeared on This Week in Tech yesterday; I’ll post something on Stratechery in a bit, but for now you can access the episode here. On to the update: Why Apple Pay was Blocked, and Why it Will Succeed At this point I presume most of you have heard about CVS and Rite-AidSubscribe […]
Daily Update: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文
Good morning, I have to admit, after writing yesterday’s posts on IBM and Google, and recording an episode of Exponent earlier today (it will be posted tomorrow), I’m a bit zonked. Let me get a cup of coffee… OK, I’m back. On to the update: Peak Google and Disruption’s Cousins I posted a piece lateSubscribe […]
Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
Good morning, I apologize for the lack of pieces on the main Stratechery blog this week; we’re moving house, and it’s all a bit hectic. I should have something up later today. On to the update: Hailo Exits North America One of the most persistent criticisms of Uber has been that it will face anSubscribe […]
Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
Good morning, As I noted, this week’s Daily Updates might be irregular; indeed, today’s is arriving several hours late. I apologize for the delay. I also apologize that the first two items are U.S. centric (yep, TV again). On to the update: The NBA and the State of TV The NBA’s ratings have been decliningSubscribe […]
PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
Daily Update: Shame on Bloomberg (and Apple); Apple Refutes Bend-gate; China Mobile Cutting Subsidies
Good morning, So much for my insistence on writing less about Apple! The company is just churning out news right now. I did want to acknowledge the Shellshock Bash bug. This is the best piece I’ve read about what seems to be a very big deal and, to be honest, the most newsworthy thing thatSubscribe […]
Daily Update: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate
Good morning, I got a few (very friendly) notes about my item about the iPhone line yesterday, suggesting I was reading too much into the Asian focus and missing the broader complaint about “true” Apple fans. In my defense, the tweet I was referring to was one of about 100 (seriously) that was in mySubscribe […]
Don’t Blame Uber
At the risk of painting too broad a stroke, it seems to me that much of the opposition to changes wrought by the Internet undervalue the positive impact said changes have on normal people. For example, people despair over newspapers closing without appreciating the explosion in quality content freely available to anyone anywhere in the […]
Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
Good morning, I hope you had a pleasant and relaxing weekend! Google launched Android One this week, and there are more rumors that Microsoft will indeed buy Mojang. More on that if it happens. On to the update: Google Launches Android One in India Google first announced Android One at this year’s Google I/O, promisingSubscribe […]