Good morning, Finally, no Apple items in today’s Daily Update. I think we’re all well and truly inundated, and you should probably brace yourself for today’s onslaught. On to the update: Alibaba Opens Roadshow The New York Times has an excellent profile of Alibaba founder Jack Ma: When the Alibaba Group goes public later thisSubscribe […]
Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted
Good morning, It’s official: I won’t be going to the keynote in person, but since the presentation will be streamed I will once again hold a live chat for Access members. I’ll email details next week. In addition, look for a new episode of Exponent later today. On to the update: Apple and the CloudSubscribe […]
iCloud and Apple’s Founding Myth
From a certain perspective, what is happening to Apple this week is unfair. Both OS X and especially iOS are more secure than their competitors, and Apple has regularly prioritized security over features that customers have demanded. For example, Android has long supported custom keyboards, but Apple is only adding them in iOS 8. The […]
The iPhone 6: From Louis Vuitton to Chanel
The iPhone 6 is going in the opposite direction that Apple’s critics think it should: more expensive, not less. It will work because Apple owns the high-end.
Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone
Good morning, I wrote a brief piece on Stratechery about Amazon buying Twitch; my takeaway was in the title: Amazon: Not an E-Commerce Company. One could argue that makes the upside in their stock even greater, but were I an investor, I think I’d be out. I buy the e-commerce story; Amazon ruling the world,Subscribe […]
Amazon: Not an E-commerce Company
Let’s start with the premise that Twitch, the video-game watching network, is the next ESPN – you know, the jewel in Disney’s crown that, by itself, is worth $50.8 billion. Like ESPN, Twitch is about live competition, and, like ESPN, Twitch does exceptionally well in the highly desirable young male demographic.1 Obviously this is the […]
Daily Update: Print, Chinese Walls, and "Objective" Journalism; Twitter’s New Photo-removal Policies; Steve Ballmer Leaves Microsoft’s Board
Good morning, I will hopefully – finally – have a new article up later today about video games. I think you might be surprised. But now, on to the update. Print, Chinese Walls, and “Objective” Journalism Clay Shirky, who has been forecasting the death of print for years now, bemoaned the business ignorance of journalistsSubscribe […]
Daily Update: Twitter is Great for Unprofitable News, Microsoft’s Chromebook Response, Google to Offer Accounts to Children
Good morning, To be perfectly frank, it’s quite difficult to focus on writing these updates; mid-day here is midnight in Ferguson, and Twitter is incredibly compelling. So we’ll start there. On to the update. Twitter is Great for Unprofitable News Mathew Ingram wrote an article exploring why the news in Ferguson is being experienced soSubscribe […]
Daily Update: The New Structure of Mobile Gaming, The Hidden Cost of Microsoft’s Devices, Amazon Affiliate Links in the Washington Post
Note: I put the wrong link in the Daily Email for Tuesday, September 2, 2014. The daily update for that day can be found here. Good morning, I’m really glad to be back in Taiwan and look forward to being back on a regular schedule – you’ll note how much earlier this update is arriving!Subscribe […]
Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered
Good morning, Hello from the transit hotel at Seoul’s Incheon International Airport, where I’m holed up with a couple of kids for the night. I’m looking forward to being in Taiwan tomorrow. As I noted previously, expect updates to be a little irregular for the rest of this week. Thanks for your understanding. On toSubscribe […]