More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million
Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.
Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India
Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.
Getting Amazon (Partly) Wrong, Xiaomi in India
Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess upSubscribe […]
Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radarSubscribe […]
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
Good morning, A special treat today (and Monday): I was able to spend some time with Hugo Barra, Vice President of International for Xiaomi. We had a wide-ranging conversation about Xiaomi’s strategy, their target customer, success in India, how they make money, and accusations that they copy Apple. In fact, it was so much thatSubscribe […]
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: The Silver Lining in Sony and Target, Iowa Launches Smartphone Driver’s License, Xiaomi Banned in India
Good morning, There have been some really great discussions on the Stratechery Forum over the last week. If you haven’t stopped by, do check it out. Please note, if you have login issues, make sure you use your member name, not email address on the login page. I’m hoping to address some of the siteSubscribe […]
Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India
Good morning, Today’s report is a little long and little late due to some late-breaking developments. My apologies. On to the update: On the New Republic, Journalism, and BuzzFeed Anyone who follows journalism even tangentially was certainly inundated with the news about the upheaval at The New Republic. In case you missed it, a summarySubscribe […]