Good morning, Yesterday I wrote about my changing view on consoles in a piece called Games and Good Enough. As most of you may recall, last June I argued that consoles would soon be disrupted. Now I’ve changed my mind; I suspect that consoles will in fact safely own the high end of the gaming […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to the […]
Daily Update: Apple’s New iPad Ads, Intel’s Missed Opportunity, Rap Genius Fires Co-Founder
Note: I made a mistake while publishing this and sent it to the main Stratechery feed. Since people are sharing this from their feed readers, I’ve decided to make it free for everyone. Consider it a preview of what Daily Update’s are like: if you like it, I hope you will consider signing up Good […]
Don’t Give Up on the iPad
When people think about the first iconic Apple product, it’s probably the Macintosh that leaps to mind. But Apple Computer was actually built on the back of the Apple II. In fact, for quite a long while it was the Apple II that provided the profits that made the Macintosh possible, as Guy Kawasaki recounts: […]
Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit your […]
The General-Purpose iPad and the Specialist Mac
I’ve written previously that the iPad was helping to unbundle the general-purpose PC: The iPad and the Disaggregation of Computing The Humpty Dumpty PC The (Alleged) 13-Inch iPad and the Triumph of Thin Clients From the Humpty Dumpty PC: The iPad and other appliance-like devices have actually had the opposite effect [as compared to the […]
Whose iPad Life?
My mom just emailed me. Normally, that would be unremarkable. She’s getting older, but isn’t that old, and surely an email isn’t that difficult of a task. This email, though, speaks volumes: Start with the subject. HK is Hong Kong. My parents are flying from Chicago to Taiwan to see their grandchildren, and while they’ve […]
The Magical iPad
This is part three in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad In The Missing “Why” of the iPad I wrote: Yesterday’s presentation covered the “What” and “How” of the iPad, but it had nothing […]
The Missing "Why" of the iPad
This is part two in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad Christina Warren took issue with my article, Whither Liberal Arts: To this I have just one response. It’s the best Apple commercial in […]
Whither Liberal Arts?
This is part one in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad Steve Jobs closed the January, 2010 introduction of the iPad with this now famous slide: His remarks: The reason that Apple is able […]