Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and theSubscribe […]
Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
An Update on the Stratechery Membership Program
Last spring I wrote a series about the future of journalism: Part 1: FiveThirtyEight and the End of Average – link Part 2: The Stages of Newspapers’ Decline – link Part 3: Newspapers Are Dead; Long Live Journalism – link In the third installment I wrote: More and more journalism will be small endeavors, often […]
Daily Update: Bandcamp, Tencent Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement
Good morning, A few quick bits of housekeeping: First off, I’ve heard from enough people that they really don’t want to get articles in their email. I’m going to have a think about the best way to proceed Secondly, I’m going to put a brief note up on Stratechery later today announcing some of theSubscribe […]
Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
Good morning, As you will see in your inboxes momentarily, I wrote a new post on Stratechery called Two Microsofts about Microsoft’s decision to make Office free on mobile for consumers. The big takeaway is that, if you look at Microsoft through the lens of business models, they are already two different companies: one consumer,Subscribe […]
Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
Good morning, The news of the day was certainly the fact that HBO is planning to sell subscriptions directly to customers. It’s a big deal, but the reaction among tech folks has been way over the top; this is not the beginning of the end of the cable bundle, for all the same reasons ISubscribe […]
Daily Update: The Player’s Tribune and Corporate Journalism, Box Delays IPO, Rovio Layoffs
Good morning, I’m planning to write about the Paypal spinoff later today, so keep an eye out for that. On to the update: The Player’s Tribune and Corporate Journalism Over the last few weeks there have been a number of widely-shared articles despairing about the spread of corporate journalism, including this long piece in theSubscribe […]
Daily Update: Facebook Launches Atlas, News as a Service
Good morning, My first item today is about Facebook’s new (relaunched) Atlas product. You may think it’s creepy, so check back on Stratechery later on to see what I think about Ello. I will warn you, though, I’m not a fan. On to the update: Facebook Launches Atlas From the New York Times: Facebook builtSubscribe […]
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 […]