Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]
LINE Results, Nintendo Hurting, Katie Cotton Retiring
Good morning, I thought it worth calling out this letter from several leading tech companies defending net neutrality. I’ve been quite cynical about their willingness to go to the mat for net neutrality; I certainly hope this is the beginning of deeper engagement on their part. On to the updates: LINE Releases Results…Kind Of LINESubscribe […]
Apple Retail and the Innovator’s Dilemma
Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store […]
Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity
Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours afterSubscribe […]
Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]
Daily Update: Microsoft, Qualcomm and Amazon Earnings
Good morning, I am aware of two issues with the daily update: Some email addresses were not automatically imported to MailChimp. I am investigating why and will add you manually if need be. Please email me if you have not been receiving emails Feedly does not respect the private RSS feed addresses and instead redirectsSubscribe […]
Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit yourSubscribe […]
Battle of the Box
The battle between Dropbox and Box show the differences between selling to consumers and selling to enterprise.
Business Models for 2014
Perhaps the greatest continuing disconnect between technologists and normals is the value ascribed to software. As Marc Andreesen famously declared, “Software is eating the world,” and while that is absolutely true, software, especially in the consumer space, is not eating value, at least not directly. In fact, if 2013 taught us anything, it’s that the […]
Open Source Apps
I’m a bit late to the most recent flareup around app store pricing – it’s been a busy week of traveling – but it’s worth noting that the trend towards free is basically inevitable and the expected result in a functioning market. To put it another way, apps want to be free just like apples […]