Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]
Daily Email (2014-04-21): Social Platforms
Monday, April 21, 2014 – Social Platforms Good morning, First off, thank you for being a member of Stratechery. I really appreciate it. Second, in case you have not heard, this email will be the way in which I deliver your premium content. I explained my thinking last Friday in Free Stratechery and the DailySubscribe […]
The Technology Behind Android TV
Here is an interesting follow-up to my piece yesterday about the various tech giants’ Black Box Strategy. From GigaOM, on The Technology Behind Android TV: To understand Google’s new take on smart TVs, it’s worth considering how consumers experience apps on smart TVs and connected devices today. On most devices, app makers have autonomy (for […]
Why the Web Still Matters
This post was originally posted on Matt Mullenweg’s blog This week Twitter was abuzz with the most recent report from Flurry that showed people spending most of their time on mobile using apps, not the browser: Many were quick to once again declare “The Web is Dead,” but I’m not sure that conclusion makes sense, […]
Black Box Strategy
With the announcement of the Amazon Fire TV and the leak of the alleged Android TV, all of the major players have (or soon will have) a TV offering. There’s been a lot of talk about how similar the products are, but those similarities are for good reason; what is more interesting to me are […]
When CEOs Matter
Sometime in 2012, during the runup to Windows 8, I was on a call with a Microsoft Developer & Platform Evangelist (DPE) strategizing how we would approach a particular partner.1 I asked his opinion of a specific feature in this partner’s iPad app, and was shocked at his response: “I don’t own an iPad, and […]
Face Is Not the Future
There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases […]
Samsung’s Disappearing Differentiation
Earlier this week Samsung, and I’m quoting the headline of the press release, “Unveil[ed] Comprehensive, Lifestyle-Focused Galaxy Gifts Package for Next Generation Galaxy S5”: Samsung Electronics Co., Ltd. today announced its collaboration with 16 of the world’s leading mobile content and service providers to offer Galaxy S5 users more than $600 worth of exclusive, pre-paid […]
Digital Hub 2.0
The PC was famously the digital hub; now that is the smartphone.
The Nokia X
It’s real, and the Verge had a hands on: As expected, [the Nokia X, X+ and XL] combine Lumia-style design with low-cost hardware aimed at the masses, from a large 5-inch screen on the 109-Euro XL to the 4-inch display on the 99-Euro X+. The X will be released for just €89 in Eastern Europe, […]