Twitter Lightning, Twitter’s Communication Problem, Buzzfeed’s New News App

Word is out about Lightning, a new Twitter feature that lets people dip in and out of current events. It’s a great move. The question, though, is why talk about it now? The timing highlights a big communication problem. Also, BuzzFeed News’ new app, and the importance of notifications to its future monetization.

Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising

Two seemingly unrelated stores — Verizon buying AOL. and Facebook offering publishers the option of Instant Articles — are actually very much connected: advertising online is undergoing a fundamental shift, and while there will be a few big winners, there will be a lot more losers.

China Slowing, Apple Growing; Is Tesla Disruptive?

Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.

Twitter Follow-up, Microsoft’s Build Keynote

Good morning, Just a reminder, there will be no Daily Update tomorrow, as I will be traveling with my family. In addition, the plan is to launch an updated design of Stratechery, along with a brand new membership system, and a Discourse-based discussion forum this coming Monday. There shouldn’t be any interruption in the dailySubscribe […]

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 […]