Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.
Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.
A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiReading […]
Good morning, According to Panic, Apple changed its mind about Transmit’s ability to add external files to iCloud Drive. This is certainly a positive development, and while I might be biased, I think it actually fits with what I wrote on Wednesday: a major stink was raised, alerting Apple’s engineering team to the issue, andReading […]
Good morning, Many of you have requested that I send Stratechery articles via email, just as I do the Daily Updates. I’m happy to announce that I will be doing just that from now on via the normal Stratechery email notification list. If you would like to receive Stratechery posts via email, please subscribe hereReading […]
Good morning, It’s official: I won’t be going to the keynote in person, but since the presentation will be streamed I will once again hold a live chat for Access members. I’ll email details next week. In addition, look for a new episode of Exponent later today. On to the update: Apple and the CloudReading […]
Good morning, There have been a whole clutch of new Apple rumors in the last 24 hours, particularly around payments. Next week I’ll be getting back to writing twice-weekly articles for the main site, and plan to spend at least one (and probably two) focused on the iPhone. So hang tight. I also got anReading […]
Good morning, Two acquisitions and anticipation for a big announcement – there’s always something interesting in tech! On to the update: Amazon’s Press Release Runup Amazon is doing something interesting in the runup to tomorrow’s announcement, which most expect to be a Kindle smartphone: they are effectively pre-announcing multiple features that will likely be sellingReading […]
Hi all, Keep an eye out today for the Week in Daily Updates, especially if you would like to encourage others to subscribe (please do!). In addition, as I note below, I’ll almost certainly write something about Apple and Beats. Speaking of: Apple Reportedly Buying Beats The Financial Times had the scoop: Apple is closingReading […]