Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
Daily Update: Facebook Earnings, Naver/LINE Disappoint
Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to severalSubscribe […]
Daily Update: Christmas Gifts for Microsoft, Intel, and Amazon
Good morning, I hope you all are having a good Christmas break (or a good end-of-the-year, if you’re not in the West). As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no December 31-January 2. The regularSubscribe […]
Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts
Good morning, Many of you asked me how you can give Stratechery memberships as a gift, and I’m happy to announce you can give one year, non-renewing memberships by visiting this link: Stratechery Gifts Once you make your payment I will send you a registration link for the gift membership; you can forward this linkSubscribe […]
Daily Update: App Store Anguish, Old Apple’s Last Stand, Time for a Change?
Good morning, Today’s update is, perhaps, a bit controversial, but my conclusion is not one I have come to recently, or lightly. On to the update: App Store Anguish The App Store is in the news again, and, unfortunately, it’s for all the wrong reasons. Again. The recent string of complaints are primarily about newSubscribe […]
Best
The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tierSubscribe […]
Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]
Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]
Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]