Daily Update: JD.com Prices IPO, Google’s SEC Letter, Patent Reform Dies

Good morning, My Surface piece got pushed to today, so keep an eye out for that later. On to today’s update: JD.com Prices IPO While tons of attention has been paid to Alibaba’s forthcoming IPO, JD.com, China’s 2nd-largest e-commerce company, has flown under the radar. From the BBC: Chinese online retailer JD.com has raised $1.8bnSubscribe […]

Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide

Good morning, Only 49% of you opened yesterday’s email (it’s usually 80%+); I heard from several folks on Twitter that it got sent to spam, likely because of GroupOn, so please take a look and mark it as “not-spam” if that is the case. I’ll be writing about the Microsoft Surface announcements on Stratechery laterSubscribe […]

The Net Neutrality Wake-up Call

Sometime in the summer of 2002, having just graduated from university and determined to change the world, I was driving home from Albert Lea, Minnesota formulating my resignation letter. After graduating I had, rather naively I suppose, assumed that politics was the best means to effect the change I desired, and so had taken a […]

Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA

Good morning, In case you missed my announcement, I’m moving forward with Stratechery’s originally planned podcast, called Exponent. You can get all of the relevant feeds and links at Exponent.FM. On to the update: Square Retrenching Earlier this week Square withdrew Square Wallet from the app store and launched a new service called Square Order.Subscribe […]

Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten

Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichSubscribe […]

Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms

Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]

Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface

Good morning, Here are today’s updates: Level3 and Internet Congestion Level3, one of the largest Tier 1 network providers in the country, wrote a blog post called Observations of an Internet Middleman: The average utilization across all those interconnected ports is 36 percent. So you might be asking – what is all the fuss aboutSubscribe […]

Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads

Good morning, It seems that Mailbox on iOS does not display the mobile version of these emails, but Mail.app does. I’ve reached out to both Mailchimp and Mailbox to see what is the best way forward; in the meantime, it may be easiest to view this on the web page. I apologize for the trouble.Subscribe […]

Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo

Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]