Verizon announced they were changing the structure of their phones plans away from subsidies and towards phone financing. I think it’s less of a big deal than many are painting it to be, and if anything, it will help the iPhone. Plus, why iMessage is particularly important in the U.S.
The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings
Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy
Good morning, A heads-up that there will be no Daily Update this Friday, May 1, as I will be taking the day off to go on a weekend trip with my family. On to the update: Apple, China, and the Upper Middle Class Apple had another record quarter, thanks primarily to China. I appreciated theSubscribe […]
Daily Update: Google Wallet, Softcard, and the Perils of Modularization
Good morning, I made a mistake in yesterday’s Snapchat post. Specifically, the excerpted email at the beginning was not written by Snapchat CEO Evan Spiegel; rather, it was written by Twitter CFO Anthony Noto to Evan Spiegel. I greatly regret the error. On to today’s update about Google Wallet and, inevitably, Apple Pay: Google WalletSubscribe […]
Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?
Daily Update: Apple Earnings
Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates,Subscribe […]
The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
Mobile First
Last Friday was the eight-year anniversary of the announcement of the iPhone, the event that began the mobile epoch. It was, though, an Apple rumor that to my mind illustrated just how much the world has changed. Mark Gurman is reporting at 9to5Mac that the next MacBook Air will have a radical redesign. The biggest […]
Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi
Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]
Daily Update: China Approves the iPhone, Photoshop on Chromebooks, Technology = Tobacco
Good morning, False alarm about the Ello post; hopefully it will go up today instead. On to the update: China Approves the iPhone From Reuters: The iPhone 6 will be sold in China from Oct 17, after rigorous regulator scrutiny led to Apple Inc reassuring the Chinese government that the smartphones did not have securitySubscribe […]