On the business, strategy, and impact of technology.
In today’s Daily Update:
– Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why
– Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming…
– An update on the HERE Maps bidding
Good morning, The promised update to Stratechery is imminent — if all goes well, it will happen in the next 24 hours. I will include more details in tomorrow update, but the primary impact on subscribers is minimal. Specifically: Your Stratechery login will be your email address, not your old username The first time youSubscribe […]
Good morning, Just a reminder, there will be no Daily Update tomorrow, as I will be traveling with my family. In addition, the plan is to launch an updated design of Stratechery, along with a brand new membership system, and a Discourse-based discussion forum this coming Monday. There shouldn’t be any interruption in the dailySubscribe […]
Good morning, A heads-up that there will be no Daily Update this Friday, May 1, as I will be taking the day off to go on a weekend trip with my family. On to the update: Apple, China, and the Upper Middle Class Apple had another record quarter, thanks primarily to China. I appreciated theSubscribe […]
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closingSubscribe […]
Good morning, Late last night was Apple Watch ordering mania. A few observations: Within minutes the Apple Watch Edition quickly moved from May to June and some models to August. In China, meanwhile, they completely sold out It seemed to take about six minutes for ship dates to start slipping from 4/24-5/8 to something laterSubscribe […]
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
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 […]
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 […]