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: Notes From the Apple "Spring Forward" Event
Good morning, It was really great to meet so many of you both in Seattle and San Francisco. I’ll follow up soon with some mechanism for maintaing the groups going forward. Building up a real community is definitely something I’d love to see happen. In today’s update I’m going to just give a point-by-point overviewSubscribe […]
Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
Good morning! In case you missed it, I mentioned yesterday that I’m going to Happy Hour Friday in Seattle and Monday in San Francisco, both from 5:00-6:30, and would love if you joined me. I’ll send out details about location to those who have expressed interest later today. On to the update: BuzzFeed, Trust, andSubscribe […]
Daily Update: FiftyThree and the App Store, Three Notes on China
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 […]
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 […]
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 […]