Strategy
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Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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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.
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Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
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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 […]
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How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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Daily Update: Apple Earning, Apple Pay Launches
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Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus