Good morning, Apple’s earnings are this afternoon, so look for analysis of those tomorrow. In the meantime, I have some follow-up to yesterday’s opus on Microsoft, as well as a couple of pieces on advertising and tracking. On to today’s updates: Split Up Microsoft Follow-Up I wrote a piece about Microsoft on the main StratecherySubscribe […]
Daily Update: LINE IPO, Kindle Unlimited, Apple and China
Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: Facebook’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook
Good morning, I hope you all had a good weekend/holiday. On to today’s updates: More iWatch Hires From CNBC: Apple has hired the sales director of luxury Swiss watch maker TAG Heuer to help with the launch of its new iWatch, as the technology group intend on using the prestigious “Swiss made” label to marketSubscribe […]
Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
Good morning, Happy Independence Day to all of my readers in the United States, and an early happy weekend to those of you in the rest of the world. Due to the holiday there will be no Daily Update tomorrow. On to today’s updates: Microsoft’s Muddle Continues There are three interesting items on Microsoft that,Subscribe […]
Daily Update: ESPN and Univision Crack Down on Vine, Canada’s Anti-spam Law, BlaBlaCar Raises $100 million
Good morning, Hello from Wisconsin! First off, I apologize that yesterday’s update was sent out so late; it was sent on a schedule, and I messed up my timezones. Thanks for your patience. On to the updates: a central theme of Stratechery is the importance of context and the vast expanse of gray when itSubscribe […]
Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
Good morning, This update is arriving early because I am headed for the airport with my family for several weeks with my parents in Wisconsin. The fact I can do this is because of all your support, so thank you. Second, I feel pretty optimistic about keeping these updates on their early-morning schedule, but thereSubscribe […]
Daily Update: The Aereo Case, Searching Phones Requires a Warrant, GoPro’s Successful IPO
Good morning, Yesterday I posted my promised piece about Android Wear specifically and contextual computing broadly (I’m a bit skeptical of both). Check it out here: Economic Power in the Age of Abundance. On to today’s update: The Aereo Case The Supreme Court decided against Aereo, a startup that offered a service which transmitted over-the-airSubscribe […]
Daily Update: Privacy is Dead Follow-up, Facebook Launches Google+, Praising Adobe (and a bit on disruption)
Good morning, There has certainly been a lot of chatter about disruption over the last 24 hours; I know many of you have asked for my opinion about Jill Lepore’s article in the New Yorker. I suspect James Allworth and I will touch on this on Exponent, but for now, I would say that theSubscribe […]
Privacy is Dead
The nature of the Internet and the business-models of social networks means that privacy as commonly understood is dead; tech companies need to learn to self-regulate or governments will do it for them.