There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.
With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.
The upcoming liability switchover offers the best ever chance for Apple to drive Apple Pay adoption, at least in the United States. Apple should put all its efforts behind making it happen, even if it helps Android Pay too. Plus, MCX unravels.
This update touches on why Apple Music may be a much bigger deal than I suggested, and the moves on to all the other important announcements from Apple WWDC keynote. This includes the News app, open-source Swift, and more.
More on the difference between privacy and security, and why precision in language is critical.
This update expands on my Apple Watch review by discussing the differences between platforms and ecosystems and why that matters for the Watch’s long-term success. Then, a revisit of the ad-blocking debate, and a discussion of why labels are more powerful now than previously.
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 the […]
Good morning, I made a mistake in yesterday’s Snapchat post. Specifically, the excerpted email at the beginning was not written by Snapchat CEO Evan Spiegel; rather, it was written by Twitter CFO Anthony Noto to Evan Spiegel. I greatly regret the error. On to today’s update about Google Wallet and, inevitably, Apple Pay: Google Wallet […]
Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important to […]
Good morning, There have been some really great discussions on the Stratechery Forum over the last week. If you haven’t stopped by, do check it out. Please note, if you have login issues, make sure you use your member name, not email address on the login page. I’m hoping to address some of the site […]