Strategy
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Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
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Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
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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 […]
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Newspapers Are Dead; Long Live Journalism
The fundamental economic model of newspapers is broken; for journalism to survive, new business models must be found.
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The Stages of Newspapers’ Decline
The second-most common objection to FiveThirtyEight and the End of Average was along these lines: Love 100% of @stratechery posts but this one off: forgets to segment market. Many don't care about "quality" news http://t.co/KnSmNgZbS2 — Rich Yudhishthu (@yudhishthu) March 17, 2014 That’s very true; those same people – and there are a lot of […]
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Samsung’s Disappearing Differentiation
Earlier this week Samsung, and I’m quoting the headline of the press release, “Unveil[ed] Comprehensive, Lifestyle-Focused Galaxy Gifts Package for Next Generation Galaxy S5”: Samsung Electronics Co., Ltd. today announced its collaboration with 16 of the world’s leading mobile content and service providers to offer Galaxy S5 users more than $600 worth of exclusive, pre-paid […]
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Digital Hub 2.0
The PC was famously the digital hub; now that is the smartphone.
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How much will CarPlay cost?
Wes Miller has a useful summary of CarPlay: In short, Apple hasn’t done a complete end around of the OEM – the automaker can still have their own UI for their own in-car functions, and then Apple’s distinct CarPlay UI (very familiar to anyone who has used iOS 7) is there when you’re “in CarPlay”, […]