Good morning, It’s great to be back. It was wonderful to have a break – I ended up crashing out completely with a sore back and nasty cold – but I missed writing for two whole days! I hope you missed me too… On to the update: Why Vox (and BuzzFeed) Are Valuable From theSubscribe […]
Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
Daily Update: Yik Yak and the Social-Communication Map, Recode Removes Comments, The Problem with Apple’s (RED) Campaign
Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and theSubscribe […]
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: A Positive Sign for Intel, and a Bad One; Apple WatchKit
Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]
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: Bandcamp, Tencent Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement
Good morning, A few quick bits of housekeeping: First off, I’ve heard from enough people that they really don’t want to get articles in their email. I’m going to have a think about the best way to proceed Secondly, I’m going to put a brief note up on Stratechery later today announcing some of theSubscribe […]
Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
Daily Update: Getting Xiaomi All Wrong, How is Slack Worth $1.2 billion?
Good morning, Let’s get to it – on to the update: Getting Xiaomi All Wrong Xiaomi’s financials (it is a private company) were leaked to the Wall Street Journal: A confidential document viewed by The Wall Street Journal shows that Xiaomi’s net profit nearly doubled last year, making it a lucrative business in an industrySubscribe […]
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 […]