Good morning, It’s a Microsoft heavy day, ranging from the (relatively speaking) distant past, the present, and perhaps the future. On to the update: Remembering Microsoft’s Antitrust Trial Not. My. Week. Yesterday I wrote that the Microsoft antitrust case was in 1998; wanting to be sure I checked Wikipedia which to my surprise said 2001.Subscribe […]
Daily Update: Twitter Follow-up, EU Begins Antitrust Action Against Google, Is Antitrust the Answer?
Good morning, In Tuesday’s Daily Update I wrote: The big problem for Uber is that they’re a private company: as I noted last week one advantage of an IPO is that it makes a company’s shares into a powerful tool for acquisitions. Uber, though, would need to pay cash. As Marc Andreessen pointed out onSubscribe […]
Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations
Good morning, Look for the next episode of Exponent later today. It’s about advice and life and all sorts of other squishy stuff I’m probably sorely unqualified to discuss. Perhaps that will make it interesting. On to the update: Google, Intel, and TAG Heuer Announce Partnership From Bloomberg: Swiss watchmaker TAG Heuer is creating aSubscribe […]
Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade
Good morning, I wrote yesterday that I thought the Minecraft acquisition made a lot of sense for Microsoft both from a financial point-of-view – given it’s engagement numbers, I think Minecraft has a lot of latent revenue opportunities – but also from a strategic point-of-view. It’s a natural fit with where Satya Nadella wants toSubscribe […]
Daily Update: China and Microsoft, Sony vs. Samsung, Why Twitter Adds Favorites to Your Timeline
Good morning, I’m working on a piece about Apple, the cloud, and culture; I think it’s pretty interesting and I hope a good contribution to what has happened this week. It will hopefully be up later this morning. I’m pushing my piece on payments and the wearable to next week. On to the update: ChinaSubscribe […]
Daily Update: Amazon Buys Twitch, Amazon’s Ad Program, Facebook Taking on DoubleClick
Good morning, If you’ll forgive a bit of braggadocio, I’ve certainly been getting lucky on Stratechery when it comes to acquisitions: I wrote about hardware-based business models the day before Google bought Nest, and how messaging was mobile’s killer app the day before Facebook bought WhatsApp. I can’t claim to be quite as spot-on whenSubscribe […]
Daily Update: In Denise Kote’s World, Everyone Loses; Defending Samsung; Xiaomi Apologize for Data Collection
Good morning, Today’s update is quite substantial. I feel I owe it to you all as the rest of the week is going to be a little lighter; I’m leaving very early tomorrow morning to return to Taiwan with two kids in tow, so the next three days are going to be challenging as farSubscribe […]
Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
Good morning, Yesterday I wrote about P&G’s recent decision to reduce its brands from nearly 200 to less than 100. While the easy takeaway is to talk about focus and bloat, I actually think that there is a tech story here as well. After all, lots of brands made a lot of sense in theSubscribe […]
Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
Good morning, Tech is amazing: after doing more of a thematic Daily Update yesterday, I now feel behind on everything that is happening. And it’s late July! One more bit of followup though on media and authority: I thought it was interesting to see Nate Silver complain about the attention the New York Times wasSubscribe […]
Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]