Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important toSubscribe […]
Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
Good morning, As I noted last week, I will be off this Thursday and Friday for Chinese New Year. In addition, tomorrow’s article will be several hours late. Thank you for your patience. On to the update: Car Rumors and Jony Ive’s Apple As far as I can tell the Apple Car rumor started withSubscribe […]
Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
Good morning, I apologize that today’s Daily Update is so late; I had problems with my CMS, which, if you squint, are quite ironic given today’s topic. Anyhow, on to a bit of political philosophy this morning; I hope you don’t mind. On to the update: Felix Salmon Thinks Journalism is a Bad Idea Here’sSubscribe […]
Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
Good morning, On last week’s Exponent James and I talked about the Story of Stratechery; I should have spent more time thanking all of you, who make what I do possible. I really do appreciate it. On to the update: The Trouble with Amazon Two weeks ago, when I wrote about Amazon’s earnings, I madeSubscribe […]
Daily Update: Apple Earnings
Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates,Subscribe […]
Xiaomi’s Ambition
Xiaomi, the Chinese smart phone company that late last month raised $1.1 billion at a $45 billion valuation, sells way more than smartphones: Mi.com boasts over a thousand items, and it’s the third-largest e-commerce site in China. One item it doesn’t sell, though, is a AA battery charger. Only Apple: I clearly remember when this […]
Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi
Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]
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: Facebook’s Trio of Announcements, Apple Adds UnionPay, The Web Isn’t Dying
Good morning, I fell pretty drastically behind on both email and in processing rebates/credits over the last few days, so my apologies for any delays. I’ll be taking care of that this week. On to the update: Facebook Facebook Facebook There was a trio of noteworthy Facebook announcements over the weekend: Facebook is improving itsSubscribe […]
Daily Update: Qualcomm’s Challenges, Uber’s Potential
Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contactSubscribe […]