Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Concepts

Incentives

  • Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming

    Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?

  • Android > Chrome, LinkedIn’s Business Model Beats

    Android is reportedly going to subsume Chrome OS; I’m bummed but it’s probably the right decision (and no, that doesn’t mean iOS and OS X will merge). Plus, LinkedIn had another strong quarter, and their smart business model deserves the credit. Is there a lesson for Twitter and other consumer companies?

  • Twitter Follow-up, Nintendo’s Conundrum

    Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

  • Twitter’s Opaque Earnings, Twitter’s Misaligned Advertising Business, Twitter’s New Ad

    Twitter’s earnings were concerning, and the explanation on the earnings call was opaque. What exactly is going on, and what is the company trying to hide?

  • Stop Doubting the iPhone, The Macintosh Company

    There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.

  • Google Earnings and the Shift to Mobile, The Steve Jobs Movie

    Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.

  • Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat

    As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.

  • In Defense of The New York Times

    Amazon and The New York Times had a fascinating exchange this week, on Medium of all places. What that exchange represents — the search for truth, now open to anyone — is far more important than the particular article in question.

  • Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation

    Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.

  • Jack Dorsey Named Twitter CEO, The Problem With Daily Fantasy

    It took only a few hours for the first concerning response to the announcement of Jack Dorsey as CEO, and it came from his old adversary Ev Williams. Then, Daily Fantasy has a real scandal on its hands, but the implications of that scandal are the opposite of what most think about Daily Fantasy.