Daily Update: Qualcomm’s Challenges, Uber’s Potential

Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contact […]

Daily Update: Bitcoin Breached, China Cracks Down on iMessage, Tesla Opens Patents

Good morning, A big update today, so let’s get to it: Bitcoin Breached You may think that header is a bit sensational, but in my opinion it’s difficult to overstate the implications of recent Bitcoin developments. From ArsTechnica: For the first time in Bitcoin’s five-year history, a single entity has repeatedly provided more than half […]

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 $1.8bn […]

Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms

Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longer […]

Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads

Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have a […]