Good morning, One company I haven’t written about in a while is Twitter. This despite a torrent of news stories and new releases over the past week especially. On one hand, all of the news, particularly around new products, is good to see. On the other hand, it all feels a bit…staged. Consider this StevenSubscribe […]
Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
Good morning, Happy Singles Day! We’ll get to China, but we start in the United States. On to the update: The Problem with Broadband in America Big news from the White House: “Net neutrality” has been built into the fabric of the Internet since its creation — but it is also a principle that weSubscribe […]
Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broadSubscribe […]
Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
Good morning, Yesterday I wrote about P&G’s recent decision to reduce its brands from nearly 200 to less than 100. While the easy takeaway is to talk about focus and bloat, I actually think that there is a tech story here as well. After all, lots of brands made a lot of sense in theSubscribe […]
The Net Neutrality Wake-up Call
Sometime in the summer of 2002, having just graduated from university and determined to change the world, I was driving home from Albert Lea, Minnesota formulating my resignation letter. After graduating I had, rather naively I suppose, assumed that politics was the best means to effect the change I desired, and so had taken a […]
Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten
Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichSubscribe […]
Daily Update: Net Neutrality, Google+, Amazon Earnings Follow-up
Good morning, A few site updates: For access members, I invited everyone who had updated their profile to confirm that they wanted Glassboard access to the private Glassboard. If you haven’t gotten an invitation, please double-check your profile; I’ll do another import later today. I’ve manually gone through the member lists to make sure everyoneSubscribe […]
Netflix and Net Neutrality
For anyone remotely connected to technology, the idea that net neutrality is an unabashed good seems incontrovertible, and one of the most popular examples of why it matters is Netflix. Consumers get a video competitor to their cable provider over said cable provider’s pipes; surely the end of net neutrality would mean the end of […]