Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Topics

Mobile

  • Don’t Give Up on the iPad

    When people think about the first iconic Apple product, it’s probably the Macintosh that leaps to mind. But Apple Computer was actually built on the back of the Apple II. In fact, for quite a long while it was the Apple II that provided the profits that made the Macintosh possible, as Guy Kawasaki recounts: […]

  • Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings

  • Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads

  • Daily Email (2014-04-21): Social Platforms

  • 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 […]