Good morning, I’m working on the HBO piece, but given that I’m moving house this weekend (Ugh!) I’m not sure if I’ll be able to get it out today. However, we do cover the topic on the next episode of Exponent, which will be out in a few hours. While today’s update is focused onSubscribe […]
Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
Good morning, I apologize for the lack of pieces on the main Stratechery blog this week; we’re moving house, and it’s all a bit hectic. I should have something up later today. On to the update: Hailo Exits North America One of the most persistent criticisms of Uber has been that it will face anSubscribe […]
Daily Update: More on GT Advanced’s Shady Bankruptcy, Apple Watch in China Vogue, LINE Reveals MAUs
Good morning, Apple has announced another event for this Thursday for presumably the iPad, Mac, and OS X. However, I don’t think I’ll be writing a preview piece (except in this newsletter); that, more than anything, describes the iPad’s faded star. I do have a whole host of thoughts, though, I just plan on savingSubscribe […]
Daily Update: GT Advanced’s Bankruptcy, The Magazine is Shutting Down, Priceless Beats
Good morning, Just a heads up that there will be no Daily Update tomorrow. It is a national holiday in Taiwan and I will be traveling with my family. On to the update: GT Advanced’s Bankruptcy More details are slowly emerging about the shocking bankruptcy of Apple sapphire supplier GT Advanced Technologies Inc. From theSubscribe […]
Why Now for Apple Watch
The impression I get is that many people don’t really understand why I changed my mind about the Apple Watch. In Apple Watch: Asking Why and Saying No I criticized the lack of an explicit “why” in the Watch presentation and questioned parts of the demo, particular those which replicated phone functionality. After all, if […]
Daily Update: How Tim Cook Should Have Introduced Watch, Apple Pay and the Apple Watch, Microsoft to Buy Minecraft?
Good morning, I wrote about the Apple Watch introduction on Stratechery in a piece called Apple Watch: Asking Why and Saying No. In short, while I like everything hardware-related about the watch, I was very concerned with both the keynote messaging and the software. Moreover, I think those two concerns are interrelated: the need theSubscribe […]
Apple Watch: Asking Why and Saying No
Dan Frommer wrote in Quartz about The Hidden Structure of the Apple Keynote. His analysis covered 27 events since 2007, and included things like average length, laughs per executive, and the timing of iPhone reveals. It’s a good read, but in light of the Watch introduction, I am more interested in comparing yesterday’s keynote to […]
How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.
Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale
Good morning, Today’s update is really one big piece focused on the rise of local players in smartphones, with a specific focus on Xiaomi and Micromax. On to the update: Xiaomi Wins on More than Price Big news from China, from the Wall Street Journal: Xiaomi, the Chinese smartphone maker with the diminutive name, becameSubscribe […]
Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]