Daily Update: GT Advanced’s Bankruptcy, The Magazine is Shutting Down, Priceless Beats

Good morning, Just a heads up that there will be no Daily Update tomorrow. It is a national holiday in Taiwan and I will be traveling with my family. On to the update: GT Advanced’s Bankruptcy More details are slowly emerging about the shocking bankruptcy of Apple sapphire supplier GT Advanced Technologies Inc. From theSubscribe […]

Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience

Good morning, As I noted, this week’s Daily Updates might be irregular; indeed, today’s is arriving several hours late. I apologize for the delay. I also apologize that the first two items are U.S. centric (yep, TV again). On to the update: The NBA and the State of TV The NBA’s ratings have been decliningSubscribe […]

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 […]

PayPal’s Incentive Problem

By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.

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: Ello Follow-up, Windows 10, Apple Watch in Paris

Good morning, The biggest news yesterday was that Ebay plans to spin off Paypal. I definitely think this is the right move, but I also suspect it’s too late. I plan to write more about it in a day or two. On to the update: Ello Follow-up I was actually surprised I didn’t get moreSubscribe […]