Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box

Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radar […]

Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes

Good morning, Hello from Beijing! Today was Xiaomi’s latest announcement and I published a Storify of my live-tweets here. Today’s update is my initial reaction to what was presented. On to the update: Notes from the Xiaomi Event I arrived at the China National Convention Center a little over an hour before the Xiaomi event […]

Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV

Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”) […]

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 I […]

Daily Update: Twitter is Great for Unprofitable News, Microsoft’s Chromebook Response, Google to Offer Accounts to Children

Good morning, To be perfectly frank, it’s quite difficult to focus on writing these updates; mid-day here is midnight in Ferguson, and Twitter is incredibly compelling. So we’ll start there. On to the update. Twitter is Great for Unprofitable News Mathew Ingram wrote an article exploring why the news in Ferguson is being experienced so […]

Smartphone Truths and Samsung’s Inevitable Decline

For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]

Daily Update: Google I/O – Analysis on Every Announcement

Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running through […]

Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC

Good morning, I mistakenly made yesterday’s Daily Update available to everyone; I promise you that was not intentional, and apologize for lowering the value of your subscription for even a day. I also wrote about the ongoing dispute between Amazon and the publishers in a piece called Publishers’ Deal with the Devil. Amazon also released […]

Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon

Good morning, I’m making good progress on finding a solution to making this content readable in RSS readers and web browsers for those of you who hate email. In the meantime, if you click the “Open in Browser” link at the top, you can not only read this content in a browser, but also subscribe […]