Microsoft SQL Server to Run on Linux, Box’s Great Quarter

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.

Battle of the Box, Updated; Apple Enables Ad-Blockers

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.

Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO

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 EfratiSubscribe […]

Daily Update: Box Updates S-1 (and Look Great), Instagram Passes 300 Million, Microsoft Acquires HockeyApp

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, andSubscribe […]

Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage

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 hereSubscribe […]

Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted

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 CloudSubscribe […]

Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable

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 sellingSubscribe […]

Apple and Beats, Box adds GE, Comcast Entering Online Ads

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 closingSubscribe […]