The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.
UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes
More on UberPool, including the inevitability of self-driving cars, Uber’s competitors, and whether or not Uber needs mass transit. Then, Google’s ban on interstitial app install ads may be a bit arbitrary, but does that matter? Plus a must-read article that ties Instagram’s photo sizes to Twitter’s 140 characters.
The Case for Jack Dorsey, Twitter CEO
For years Twitter has prioritized advertisers and revenue over users and product. The problem is that the latter begets the former, but not the other way around. Product must come first, which means Jack Dorsey should be Twitter’s CEO.
The Reddit Rebellion, How Should Reddit Make Money?, The Disappearance of High-End Android
Reddit had a rough weekend, raising questions as to whether or not the site will ever be able to become a real business. It’s very nature may make that impossible, or maybe it simply needs a different business model. Plus, Samsung and HTC’s tough quarter.
YouTube Gaming, Network Defensibility, The Applicability of Metcalfe’s Law
YouTube Gaming is taking on Twitch, which raises a number of interesting questions: is YouTube Gaming like Google+, and if not, why not? Will it succeed, or should Google have simply bought Twitch? Also, a fascinating paper about Metcalfe’s Law and when and where it applies.
Twitter Lightning, Twitter’s Communication Problem, Buzzfeed’s New News App
Word is out about Lightning, a new Twitter feature that lets people dip in and out of current events. It’s a great move. The question, though, is why talk about it now? The timing highlights a big communication problem. Also, BuzzFeed News’ new app, and the importance of notifications to its future monetization.
Dick Costolo Out as Twitter CEO, Costolo’s Key Shortcoming, Twitter’s Next CEO
Dick Costolo is out as Twitter’s CEO, a shocking but unsurprising outcome. This update examines why he had to go, as well as why this week’s Twitter product announcements expose the biggest shortcoming of his tenure. Finally, I examine the necessary qualities for Twitter’s next CEO and who might make sense.
Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
More on the difference between privacy and security, and why precision in language is critical.
Apple Watch and Continuous Computing
The Apple Watch’s success depends on three things: the physical design, the interaction model, and how it interacts with its environment. It’s on the right track
Twitter Follow-up, Microsoft’s Build Keynote
Good morning, Just a reminder, there will be no Daily Update tomorrow, as I will be traveling with my family. In addition, the plan is to launch an updated design of Stratechery, along with a brand new membership system, and a Discourse-based discussion forum this coming Monday. There shouldn’t be any interruption in the dailySubscribe […]