Tidal and the Future of Music

Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow

The Facebook Reckoning

Publishers are wringing their hands about whether or not to utilize Facebook’s Instant Articles, but the truth is most have no choice

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 […]

Daily Update: FiftyThree and the App Store, Three Notes on China

Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important toSubscribe […]

Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage

Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I madeSubscribe […]

Daily Update: Twitter’s Results, Algorithm, and Value

Good morning, Today is all about Twitter; I’m going to both review their results and touch on their recent flood of announcements. I think that one explains the other. On to the update: Twitter’s Results Twitter’s results were pretty much exactly what you might have expected, particularly given the Twitter-driven Steven Levy piece about Twitter’sSubscribe […]

Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)

Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-GoogleSubscribe […]