Daily Update: Net Neutrality!, Microsoft is Seizing Their Mobile Opportunity

Good morning, One company I haven’t written about in a while is Twitter. This despite a torrent of news stories and new releases over the past week especially. On one hand, all of the news, particularly around new products, is good to see. On the other hand, it all feels a bit…staged. Consider this StevenSubscribe […]

Daily Update: What is Happening with Bitcoin?, Republicans and Net Neutrality, Uber Market > Taxi Market

Good morning, Thanks for the all the positive notes yesterday about the Daily Update’s recent Xiaomi coverage. This was certainly a special circumstance, and I’m glad you all enjoyed it. Hopefully there will be more in the future. I am working on an article that touches on Xiaomi, although the main points are much broader,Subscribe […]

Daily Update: Thinking Twice on Drones, by James Allworth

Good morning, A quick note about yesterday’s update: I made an error here: This number was a bit of a surprise; the Wall Street Journal reported a month ago that the company made $566 million in 2012. In fact, the Wall Street Journal was reporting the number for 2013 (which was my original assumption). Yesterday,Subscribe […]

Daily Update: Xioami’s Profit, Xiaomi to Sell Air Purifier, Xiaomi India Ban Lifted

Good morning, Two quick things: Many of you have asked about how you might gift Stratechery memberships. I will have a solution for you on Friday Tomorrow my co-host on Exponent, James Allworth, will be filling in for me on the Daily Update. The content and opinion are his alone, and I suspect it willSubscribe […]

Daily Update: The Silver Lining in Sony and Target, Iowa Launches Smartphone Driver’s License, Xiaomi Banned in India

Good morning, There have been some really great discussions on the Stratechery Forum over the last week. If you haven’t stopped by, do check it out. Please note, if you have login issues, make sure you use your member name, not email address on the login page. I’m hoping to address some of the siteSubscribe […]

Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India

Good morning, Today’s report is a little long and little late due to some late-breaking developments. My apologies. On to the update: On the New Republic, Journalism, and BuzzFeed Anyone who follows journalism even tangentially was certainly inundated with the news about the upheaval at The New Republic. In case you missed it, a summarySubscribe […]

Why Uber Fights

Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.

Daily Update: Uber and the Tyson Zone, Facebook Launches Groups App, Taobao Goes International

Good morning, I apologize that I didn’t get the article notification email issue sorted yesterday; I know I’ve made a real muck of things at this point and most of you are just totally confused! If you are, just ignore me until I have a solution. Thanks for your patience. On to the update: UberSubscribe […]

Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!

Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]