More on the difference between privacy and security, and why precision in language is critical.
The Funnel Framework
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.
Apple Watch, Platforms, and Ecosystems; AdBlock Plus Launches Android Browser; Spotify and the Power of Labels
This update expands on my Apple Watch review by discussing the differences between platforms and ecosystems and why that matters for the Watch’s long-term success. Then, a revisit of the ad-blocking debate, and a discussion of why labels are more powerful now than previously.
China Slowing, Apple Growing; Is Tesla Disruptive?
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy
Today’s Daily Update is all about the media:
– ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured
– Not all content is created equally, which helps explain Spotify’s surprising decision to diversify
– Periscope presents a unique challenge to sports in particular
Getting Amazon (Partly) Wrong, Xiaomi in India
Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess upSubscribe […]
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 radarSubscribe […]
How Apple Will Make the Wearable Market
Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple’s history, placing it at the same level as the Mac, iPhone and iPod. I get the sense that a lot of people don’t believe him; they just don’t see the need for a wearable. There is ample precedent for […]
Daily Update: Notes From the Apple "Spring Forward" Event
Good morning, It was really great to meet so many of you both in Seattle and San Francisco. I’ll follow up soon with some mechanism for maintaing the groups going forward. Building up a real community is definitely something I’d love to see happen. In today’s update I’m going to just give a point-by-point overviewSubscribe […]
Daily Update: It’s a Watch!, Net Neutrality and Zero Rating
Good morning, I apologize this update is again a few hours late. Needless to say, I am very eager to get back to Taiwan and a normal schedule, but there’s one more rather important event on my calendar…the San Francisco meet-up! In case you missed the email, the San Francisco meet-up will be at theSubscribe […]