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: How to Violate Privacy Like a Professional, Microsoft Acquires Acompli, Amazon’s Kiva Cleverness
Good morning, Thanks so much for the overwhelming response to yesterday’s request for feedback. I really appreciated the kind words. I’m going to give the 4 and 1 system a shot for a few weeks and then go from there. Look for an earlier-than-usual big article early next week. On to the update: How toSubscribe […]
Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
Good morning, I wrote a new piece on Stratechery yesterday that will arrive in your mailboxes soon. In short, I heard from many, many readers that they preferred to receive posts in their email along with the Daily Updates. If you would prefer to not receive emails about posts on the main blog, please holdSubscribe […]
Daily Update: Getting Xiaomi All Wrong, How is Slack Worth $1.2 billion?
Good morning, Let’s get to it – on to the update: Getting Xiaomi All Wrong Xiaomi’s financials (it is a private company) were leaked to the Wall Street Journal: A confidential document viewed by The Wall Street Journal shows that Xiaomi’s net profit nearly doubled last year, making it a lucrative business in an industrySubscribe […]
Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
Good morning, Today’s update is a little long, so I’ll just get started: Tim Cook’s Announcement Tim Cook publicly came out as gay in an essay that was published in Bloomberg Businessweek. Please read the whole thing if you have not. I feel it a disservice to break out even a paragraph. I myself haveSubscribe […]
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episodeSubscribe […]
Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broadSubscribe […]
Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform
Good morning, Let’s get to it – on to the update: The Twitter Mismatch Twitter reported its third-quarter results yesterday. From the Wall Street Journal: One year after its initial public offering, Twitter Inc. is still having a hard time convincing investors to look beyond one touchy metric: user growth. The social-media company reported MondaySubscribe […]
Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
Good morning, I hope you’ll forgive a longer update today: as you can see from the title, I’ve written something of a young-adult fiction trilogy. On to the update: Microsoft Earnings and Surface’s Alleged Success Microsoft reported its earnings yesterday and they were on balance very good. From Bloomberg: Microsoft Corp.’s quarterly sales topped estimatesSubscribe […]