Differentiation
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Daily Update: Nintendo to Build Smartphone Games
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Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
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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.
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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 […]
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Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi
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Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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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.
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Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
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Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
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Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround