Good morning, Today’s update is a little long, so I’ll just get started: Tim Cook’s Announcement Tim Cook publicly came out as gay in an essay that was published in Bloomberg Businessweek. Please read the whole thing if you have not. I feel it a disservice to break out even a paragraph. I myself haveSubscribe […]
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episodeSubscribe […]
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: PayPal and Square, Facebook Payments?, Samsung: What Now?
Good morning, As I note below, I finally posted my PayPal article. Check it out! On to the update: PayPal and Square Yesterday I wrote on Stratechery about how PayPal is destined to grow increasingly irrelevant as innovation in the payments space moves to merchant account-based purchases: PayPal’s success in solving the peer-to-peer problem hasSubscribe […]
Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
Good morning, The eBay/PayPal piece I keep promising has turned into something bigger, and it’s not done yet, so I’ve gone ahead and done some more straightforward analysis of the deal below; I think it’s a good move. I did want to follow up on the Box item yesterday to make two points that 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: Why Next Year for Apple Watch, I Love the Blackberry Passport, Bill Simmons and Writer as Brand
Good morning, It seems that yesterday’s update got marked as spam, so please take a look and mark it as not-spam – this will help ensure this happens less often in the future. On to the update: Why Now Next Year for Apple Watch While I noted last week that I had changed my mindSubscribe […]
Daily Update: China and Microsoft, Sony vs. Samsung, Why Twitter Adds Favorites to Your Timeline
Good morning, I’m working on a piece about Apple, the cloud, and culture; I think it’s pretty interesting and I hope a good contribution to what has happened this week. It will hopefully be up later this morning. I’m pushing my piece on payments and the wearable to next week. On to the update: ChinaSubscribe […]
Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
Good morning, There have been a whole clutch of new Apple rumors in the last 24 hours, particularly around payments. Next week I’ll be getting back to writing twice-weekly articles for the main site, and plan to spend at least one (and probably two) focused on the iPhone. So hang tight. I also got anSubscribe […]
Daily Update: In Denise Kote’s World, Everyone Loses; Defending Samsung; Xiaomi Apologize for Data Collection
Good morning, Today’s update is quite substantial. I feel I owe it to you all as the rest of the week is going to be a little lighter; I’m leaving very early tomorrow morning to return to Taiwan with two kids in tow, so the next three days are going to be challenging as farSubscribe […]