Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box

Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radarSubscribe […]

Daily Update: Nintendo to Build Smartphone Games

Good morning, There I was, working merrily on my promised Twitter/Meerkat piece, when truly shocking news came down the pipe. I got rather distracted by an event that perhaps isn’t that important big picture, but sure means a lot to the little boy in me. On to the update: Nintendo to Build Smartphone Games OneSubscribe […]

Dear Zoë Keating: Tell YouTube to Take a Hike

Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.

Christmas Gifts and the Meaning of Design

Manage your Stratechery subscription. This is a re-post from December, 2013 Gifts are a funny thing. A year ago, for Christmas 2012, my wife “gave” me an iPad mini. I use quotes because I actually bought it; supply was constrained, and when we got a notification that there were models in stock, I quickly dashed […]

Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi

Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]

Why Uber Fights

Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.

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.

Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!

Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]

Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage

Good morning, Many of you have requested that I send Stratechery articles via email, just as I do the Daily Updates. I’m happy to announce that I will be doing just that from now on via the normal Stratechery email notification list. If you would like to receive Stratechery posts via email, please subscribe hereSubscribe […]