Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)

Good morning, Today’s update is all about Microsoft’s myriad of announcements yesterday. I think it makes the most sense to think of the event, billed as being about Windows 10, in three parts: Part 1 was the overview of Windows 10, including the vision underlying the operating system, demos of specific functionality, as well asSubscribe […]

Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From

Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting afterSubscribe […]

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 […]

Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes

Good morning, Hello from Beijing! Today was Xiaomi’s latest announcement and I published a Storify of my live-tweets here. Today’s update is my initial reaction to what was presented. On to the update: Notes from the Xiaomi Event I arrived at the China National Convention Center a little over an hour before the Xiaomi eventSubscribe […]

Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings

Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]

Daily Update: Xioami’s Profit, Xiaomi to Sell Air Purifier, Xiaomi India Ban Lifted

Good morning, Two quick things: Many of you have asked about how you might gift Stratechery memberships. I will have a solution for you on Friday Tomorrow my co-host on Exponent, James Allworth, will be filling in for me on the Daily Update. The content and opinion are his alone, and I suspect it willSubscribe […]

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 […]