Good morning, Thanks for the responses to my Daily Update RSS Usage survey – if you missed it yesterday, I’m exploring options for updating my site, and need to understand how important RSS usage for the Daily Update is to you. On to the update: Samsung and Qualcomm The Samsung-Qualcomm soap opera – in manySubscribe […]
Daily Update: LINE Launches Grocery Services, Google Versus Uber?
Good morning, Thank you all for your patience yesterday in my ongoing litigation of the viability of blogs-as-a-business. Do note that I edited the piece a fair bit; the current version on Stratechery is a bit shorter and bit fairer to Vox (no poop references). As I’ve written, I’m cheering for all of the newSubscribe […]
Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)
Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-GoogleSubscribe […]
Daily Update: Facebook Earnings, Naver/LINE Disappoint
Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to severalSubscribe […]
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 […]
Daily Update: Microsoft Earnings
Good morning, I’m very sorry about the multiple emails yesterday – especially since the second email had the exact same error as the first! So embarrassing! Thanks for your patience. I found yesterday’s Microsoft results really interesting, and did a bit of a deep dive. It’s the only topic today, and it’s a bit longerSubscribe […]
Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiSubscribe […]
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
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From
Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting afterSubscribe […]
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
Good morning, A special treat today (and Monday): I was able to spend some time with Hugo Barra, Vice President of International for Xiaomi. We had a wide-ranging conversation about Xiaomi’s strategy, their target customer, success in India, how they make money, and accusations that they copy Apple. In fact, it was so much thatSubscribe […]