Good morning, The ramp up to Google I/O is beginning in earnest; the keynote will be tomorrow, June 25, at 9am. I’m looking into the feasibility of doing another live chat for access members; check out Glassboard for details (or upgrade here). On to the update: Google and Nest Interaction Even as late as lastSubscribe […]
Daily Update: Fire Phone Follow-up, T-Mobile Test Drive, Adobe’s New Business Model Part 2
Good morning, I originally planned on avoiding yesterday’s Reuters piece about Apple’s smartwatch mainly because the idea of a 2.5” screen seems absurd (it is noteworthy that the piece included specifics about the manufacturer – Quanta Computer in Taiwan – and timing – production starting in July). Just before sending this update, though, the WallSubscribe […]
Amazon’s Whale Strategy
A week before yesterday’s launch of the Fire Phone, Amazon sent all of the attendees a copy of the children’s book “Mr. Pines Purple House” with a note from Jeff Bezos stating: I think you’ll agree that the world is a better place when things are a little bit different. Beyond the book, the first […]
Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?
Good morning, I forgot to link in yesterday’s update, but in case you missed it I wrote a piece on Stratechery defending Uber’s $18.2 billion valuation. To be clear, I’m not saying that Uber is guaranteed to succeed, but rather the size of the opportunity and the relative risk involved make it an obvious investmentSubscribe […]
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: Amazon’s Phone Announcement, Apple’s New Ad, Twitter Buys Namo Media
Good morning, Today is my last day in San Francisco; I will have a Daily Update for tomorrow, but it may be a bit shorter than usual. I’m looking forward to getting back on my usual schedule next week. On to the update: Amazon Teases Smartphone Event From Bloomberg: Amazon.com Inc. is planning to introduceSubscribe […]
Growing Apple at WWDC
In the end, as with many of Apple strategies, much of what transpired in Monday’s WWDC keynote was telegraphed many months ago, at least from a strategic perspective. Consider the thinking behind iOS 7. As Jony Ive told USA Today: When we sat down last November (to work on iOS 7), we understood that people […]
Daily Update: WWDC Overview
Good morning, I apologize that today’s update is so late; I have been on a fruitless search for Wifi most of the morning after realizing T-Mobile unilaterally disabled my phone’s ability to tether. Fun! But enough about me – on to the update: WWDC As expected there were no hardware announcements, which actually made theSubscribe […]
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 […]
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 […]