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: Microsoft’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: Breaking Down Satya Nadella’s Letter
Good morning, I apologize today’s update is a bit late; I’ve been struggling with a bit of Stratechery technical debt (specifically the apparently broken login on the membership page). Still, I suppose that’s a fitting segue for today’s single topic, Microsoft. Breaking Down Satya Nadella’s Open Letter Let me cut you off at the pass:Subscribe […]
Daily Update: Google I/O – Analysis on Every Announcement
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughSubscribe […]
Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?
Good morning, I forgot to link in yesterday’s update, but in case you missed it I wrote a piece on Stratechery defending Uber’s $18.2 billion valuation. To be clear, I’m not saying that Uber is guaranteed to succeed, but rather the size of the opportunity and the relative risk involved make it an obvious investmentSubscribe […]
Daily Update: WWDC Overview
Good morning, I apologize that today’s update is so late; I have been on a fruitless search for Wifi most of the morning after realizing T-Mobile unilaterally disabled my phone’s ability to tether. Fun! But enough about me – on to the update: WWDC As expected there were no hardware announcements, which actually made theSubscribe […]
Daily Update: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up
Good morning, I will be traveling to San Francisco next week, which means the timing of these updates may be a little irregular for the entire week (likely several hours later on Tuesday through Wednesday in particular). Thank you for your patience. For Access members, I plan on doing some sort of live chat duringSubscribe […]
Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM
Good morning, Access members, please keep an eye out for an email about a virtual meetup next week, as well as an in-person meetup during WWDC. On Stratechery, I posted It’s Time to Kill Surface. I probably wasn’t clear enough in the article, but I actually rather like the product and think there is aSubscribe […]
Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness
Good morning, I went deep on Apple’s (alleged) acquisition of Beats, yet in some ways, I’m not sure I went deep enough. One thing I was trying to capture is that there is a very benign explanation for this acquisition: Beats solves a lot of problems for Apple. And maybe that’s all it is. Still,Subscribe […]
Daily Update: Microsoft, Qualcomm and Amazon Earnings
Good morning, I am aware of two issues with the daily update: Some email addresses were not automatically imported to MailChimp. I am investigating why and will add you manually if need be. Please email me if you have not been receiving emails Feedly does not respect the private RSS feed addresses and instead redirectsSubscribe […]