Good morning, As I noted last week, I will be off next Thursday and Friday for Chinese New Year. In addition, I’m still working on the spam issue, although I understand yesterday was better. I appreciate your patience. On to the update: Xiaomi and the U.S. The Wall Street Journal captured the news with theirSubscribe […]
Daily Update: Touch ID and Identity, Twitter Acquires Niche, Baidu Results Disappoint
Good morning, I am very sorry for the recent “Marked-as-spam” epidemic with the Daily Update. I’m working with MailChimp to implement some fixes, so hopefully the situation will improve soon. On to the update: Touch ID and Identity There was one very important technology I barely mentioned in yesterday’s piece about Apple’s New Market: TouchSubscribe […]
Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I madeSubscribe […]
Daily Update: Twitter’s Results, Algorithm, and Value
Good morning, Today is all about Twitter; I’m going to both review their results and touch on their recent flood of announcements. I think that one explains the other. On to the update: Twitter’s Results Twitter’s results were pretty much exactly what you might have expected, particularly given the Twitter-driven Steven Levy piece about Twitter’sSubscribe […]
Bad Assumptions
John Gruber is, as only he can, relishing the claim chowder – his collected bits of analyst wisdom sure, again and again, that Apple is doomed. Apple, of course, is not doomed. In fact, the company is the very opposite of doomed, having just posted the best quarter of any company, ever.1 The analysts Gruber […]
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.
The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From
Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting afterSubscribe […]
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
Good morning, A special treat today (and Monday): I was able to spend some time with Hugo Barra, Vice President of International for Xiaomi. We had a wide-ranging conversation about Xiaomi’s strategy, their target customer, success in India, how they make money, and accusations that they copy Apple. In fact, it was so much thatSubscribe […]
Daily Update: A Teenager’s View on Social Media and the Social Communications Map
Good morning, As I noted last week, I will be going to Beijing the Wednesday to Friday. As of now I plan on keeping the same posting schedule, but my apologies in advance if there are any delays. In addition, my schedule isn’t yet completely set, so I’m not sure if I will be ableSubscribe […]