SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.
In Defense of Markets, The Qualcomm Mess, Uber and de Blasio
I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de Blasio suggests about politics and Aggregation Theory.
Daily Update: FiftyThree and the App Store, Three Notes on China
Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important toSubscribe […]
Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
Good morning, I apologize that today’s Daily Update is so late; I had problems with my CMS, which, if you squint, are quite ironic given today’s topic. Anyhow, on to a bit of political philosophy this morning; I hope you don’t mind. On to the update: Felix Salmon Thinks Journalism is a Bad Idea Here’sSubscribe […]
Daily Update: The Silver Lining in Sony and Target, Iowa Launches Smartphone Driver’s License, Xiaomi Banned in India
Good morning, There have been some really great discussions on the Stratechery Forum over the last week. If you haven’t stopped by, do check it out. Please note, if you have login issues, make sure you use your member name, not email address on the login page. I’m hoping to address some of the siteSubscribe […]
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 contactSubscribe […]
Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
Good morning, I hope you had a pleasant and relaxing weekend! Google launched Android One this week, and there are more rumors that Microsoft will indeed buy Mojang. More on that if it happens. On to the update: Google Launches Android One in India Google first announced Android One at this year’s Google I/O, promisingSubscribe […]
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 halfSubscribe […]
Daily Update: The Computex Contrast, Big Screens Dominate, Xiaomi’s Worldwide Ambitions
Good morning, I had a great trip to San Francisco, but it’s very nice to be back on my normal time schedule. Thanks for your patience last week. On to the update: The Computex Contrast As I noted last week, Computex was the same week as WWDC. Paul Thurrott had a brief piece on someSubscribe […]
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 $1.8bnSubscribe […]