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: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
Good morning, Uber has raised $1.2 billion at a $40 billion valuation. It’s just as good a time as any to re-read Why Uber is Worth $18.2 Billion and Why Uber Fights. There’s a reason I and so many spend so much time on the company! On to the update: Amazon is Selling Diapers FromSubscribe […]
Daily Update: Why Vox (and BuzzFeed) are Valuable; Outbrain Filing for IPO
Good morning, It’s great to be back. It was wonderful to have a break – I ended up crashing out completely with a sore back and nasty cold – but I missed writing for two whole days! I hope you missed me too… On to the update: Why Vox (and BuzzFeed) Are Valuable From theSubscribe […]
Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
Good morning, Thank you to everyone for the kind words after yesterday’s announcement about Stratechery’s success-to-date (check out that post for an expanded version of what I wrote yesterday). As I intimated yesterday, I don’t plan on talking much more about this; I just want to think about and write interesting stuff, and I’m reallySubscribe […]
Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison
Good morning, The iPhone goes on sell today, and there are lines all over. Many suspect the lines are longer due to resellers looking to take advantage of Apple’s China delay, but at least one of the licensing obstacles to the iPhone going on well was removed yesterday. Several folks have asked me if theSubscribe […]
Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]
Daily Update: LINE IPO, Kindle Unlimited, Apple and China
Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: The Aereo Case, Searching Phones Requires a Warrant, GoPro’s Successful IPO
Good morning, Yesterday I posted my promised piece about Android Wear specifically and contextual computing broadly (I’m a bit skeptical of both). Check it out here: Economic Power in the Age of Abundance. On to today’s update: The Aereo Case The Supreme Court decided against Aereo, a startup that offered a service which transmitted over-the-airSubscribe […]
Daily Update: JD.com Prices IPO, Google’s SEC Letter, Patent Reform Dies
Good morning, My Surface piece got pushed to today, so keep an eye out for that later. On to today’s update: JD.com Prices IPO While tons of attention has been paid to Alibaba’s forthcoming IPO, JD.com, China’s 2nd-largest e-commerce company, has flown under the radar. From the BBC: Chinese online retailer JD.com has raised $1.8bnSubscribe […]
Daily Update: GoPro Files for IPO, Angela Ahrendts’ and Apple Retail, Groupon Launching iPad Checkout System
I wrote a piece yesterday on Stratechery called The Net Neutrality Wake-up Call. While I did touch on some net neutrality specifics (again, I know), my broader point is that the collision of the political and technological worlds is only beginning; we as an industry would be well-served by getting involved sooner rather than later.Subscribe […]