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: Apple’s iCloud Press Release, Fantasy Sports Site Raises $70 million, TV’s Golden Age (and Journalism)
Good morning, Yesterday I wrote the first of two planned pieces on Apple’s upcoming announcement – The iPhone 6: From Louis Vuitton to Chanel. The main thrust of my article was about the idea of “Veblen Goods” – goods that increase in demand with price. However, I think wasn’t quite precise enough in my article.Subscribe […]
Daily Update: Celebrity Photos and iCloud, Rovio CEO Steps Down, Louis Vuitton and Apple
Good morning, I hope my American readers all had a pleasant Labor Day, and the rest of you a blissful Monday. They do exist, right? My piece about my expectations for next week’s iPhone event will be published later this morning. Unfortunately, I’m probably not going to be able to make the trip. On toSubscribe […]
Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
Good morning, There have been a whole clutch of new Apple rumors in the last 24 hours, particularly around payments. Next week I’ll be getting back to writing twice-weekly articles for the main site, and plan to spend at least one (and probably two) focused on the iPhone. So hang tight. I also got anSubscribe […]
Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone
Good morning, I wrote a brief piece on Stratechery about Amazon buying Twitch; my takeaway was in the title: Amazon: Not an E-Commerce Company. One could argue that makes the upside in their stock even greater, but were I an investor, I think I’d be out. I buy the e-commerce story; Amazon ruling the world,Subscribe […]
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: Print, Chinese Walls, and "Objective" Journalism; Twitter’s New Photo-removal Policies; Steve Ballmer Leaves Microsoft’s Board
Good morning, I will hopefully – finally – have a new article up later today about video games. I think you might be surprised. But now, on to the update. Print, Chinese Walls, and “Objective” Journalism Clay Shirky, who has been forecasting the death of print for years now, bemoaned the business ignorance of journalistsSubscribe […]
Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered
Good morning, Hello from the transit hotel at Seoul’s Incheon International Airport, where I’m holed up with a couple of kids for the night. I’m looking forward to being in Taiwan tomorrow. As I noted previously, expect updates to be a little irregular for the rest of this week. Thanks for your understanding. On toSubscribe […]
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: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
Good morning, The position of China in tech is so fascinating: it is well on its way to being the most important market in the world, yet it is largely inaccessible to most foreign companies. The big exception in the U.S. is Apple, so we start there. On to the update: Understanding China, or NotSubscribe […]