Update: bumping to the top of the page Beyond the usual updates of iOS and OS X, there are two significant rumors about what Apple might unveil next week at WWDC. The first is Healthbook, as detailed by Mark Gurman here and here. The second is Apple’s plan for a smart home, first reported by […]
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 releasedSubscribe […]
Publishers’ Deal with the Devil
Ay, we must die an everlasting death. What doctrine call you this, Che sera, sera, What will be, shall be? Divinity, adieu! – The Tragical History of Doctor Faustus, Christopher Marlowe To evoke Faust as allegory for the ongoing dispute between Amazon and book publishers is appropriate on two levels, the first being the nature […]
It’s Time to Kill Surface
“The question that needs to be asked and answered is why hardware.” To Satya Nadella’s credit, he provided not just the answer, but the question as well. And, looked at narrowly, there were good things seen – and not seen – at Microsoft’s Surface event. Having clearly failed as a mass market device, it makes […]
Apple Retail and the Innovator’s Dilemma
Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store […]
Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity
Good morning, I believe I have isolated the private feed problem being experienced by Feedly users to aggressive cacheing by my host, WPEngine. They are investigating the issue and will hopefully have a fix some time today. Sorry for the trouble. On to the update. Twitter’s Earnings Twitter’s stock is getting killed in after-hours afterSubscribe […]
Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]
Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit yourSubscribe […]
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 subscribeSubscribe […]
Black Box Strategy
With the announcement of the Amazon Fire TV and the leak of the alleged Android TV, all of the major players have (or soon will have) a TV offering. There’s been a lot of talk about how similar the products are, but those similarities are for good reason; what is more interesting to me are […]