Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
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.
An Update on the Stratechery Membership Program
Last spring I wrote a series about the future of journalism: Part 1: FiveThirtyEight and the End of Average – link Part 2: The Stages of Newspapers’ Decline – link Part 3: Newspapers Are Dead; Long Live Journalism – link In the third installment I wrote: More and more journalism will be small endeavors, often […]
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: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed mySubscribe […]
Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted
Good morning, It’s official: I won’t be going to the keynote in person, but since the presentation will be streamed I will once again hold a live chat for Access members. I’ll email details next week. In addition, look for a new episode of Exponent later today. On to the update: Apple and the CloudSubscribe […]
Daily Update: What Consoles Say About iPads, Uber Opens API, The Samsung Nook
Good morning, Yesterday I wrote about my changing view on consoles in a piece called Games and Good Enough. As most of you may recall, last June I argued that consoles would soon be disrupted. Now I’ve changed my mind; I suspect that consoles will in fact safely own the high end of the gamingSubscribe […]
Daily Update: Print, Chinese Walls, and "Objective" Journalism; Twitter’s New Photo-removal Policies; Steve Ballmer Leaves Microsoft’s Board
Good morning, I will hopefully – finally – have a new article up later today about video games. I think you might be surprised. But now, on to the update. Print, Chinese Walls, and “Objective” Journalism Clay Shirky, who has been forecasting the death of print for years now, bemoaned the business ignorance of journalistsSubscribe […]
Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC
Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.