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 […]
Microsoft’s Good (and Potentially Great) Minecraft Acquisition
It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]
Daily Update: The New iPhones, Apple Pay, Good-bye iPod Classic
Good morning, So the Apple event happened yesterday, and it was really quite crazy. I’ve been following these for a long time and I’m not sure I’ve ever seen the frenzy that crescendoed just before the event kicked off. And then the live stream crashed. Anyhow, I plan on writing about the Apple Watch forSubscribe […]
Daily Update: Don’t Call It an iWatch; Apple, Samsung, and the Internet of Things; Alibaba’s Results
Good morning, Today was one of those days on the Internet where the whole endeavor really seems like a terrible idea. The nice thing about writing this update, though, is it’s a reminder of how the Internet makes it possible to connect directly with all of you. I’m thankful for that. On to the update:Subscribe […]
Amazon: Not an E-commerce Company
Let’s start with the premise that Twitch, the video-game watching network, is the next ESPN – you know, the jewel in Disney’s crown that, by itself, is worth $50.8 billion. Like ESPN, Twitch is about live competition, and, like ESPN, Twitch does exceptionally well in the highly desirable young male demographic.1 Obviously this is the […]
Daily Update: Amazon Buys Twitch, Amazon’s Ad Program, Facebook Taking on DoubleClick
Good morning, If you’ll forgive a bit of braggadocio, I’ve certainly been getting lucky on Stratechery when it comes to acquisitions: I wrote about hardware-based business models the day before Google bought Nest, and how messaging was mobile’s killer app the day before Facebook bought WhatsApp. I can’t claim to be quite as spot-on whenSubscribe […]
Daily Update: The New Structure of Mobile Gaming, The Hidden Cost of Microsoft’s Devices, Amazon Affiliate Links in the Washington Post
Note: I put the wrong link in the Daily Email for Tuesday, September 2, 2014. The daily update for that day can be found here. Good morning, I’m really glad to be back in Taiwan and look forward to being back on a regular schedule – you’ll note how much earlier this update is arriving!Subscribe […]
Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered
Good morning, Hello from the transit hotel at Seoul’s Incheon International Airport, where I’m holed up with a couple of kids for the night. I’m looking forward to being in Taiwan tomorrow. As I noted previously, expect updates to be a little irregular for the rest of this week. Thanks for your understanding. On toSubscribe […]
Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC
Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
Daily Update: Buzzfeed Raises $50 million, NVidia’s Results and Gaming’s Resilience, Apple University Profiled
Good morning, I got really annoyed at the mainstream media last night, which perhaps makes me especially favorable to today’s first item about Buzzfeed. On to the updates: Buzzfeed Raises $50 million From the New York Times: BuzzFeed just closed a new $50 million investment from Andreessen Horowitz, a prominent venture capital firm in SiliconSubscribe […]