By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
Good morning, The eBay/PayPal piece I keep promising has turned into something bigger, and it’s not done yet, so I’ve gone ahead and done some more straightforward analysis of the deal below; I think it’s a good move. I did want to follow up on the Box item yesterday to make two points that ISubscribe […]
Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
Good morning, I hope you had a pleasant and relaxing weekend! Google launched Android One this week, and there are more rumors that Microsoft will indeed buy Mojang. More on that if it happens. On to the update: Google Launches Android One in India Google first announced Android One at this year’s Google I/O, promisingSubscribe […]
Daily Update: How Tim Cook Should Have Introduced Watch, Apple Pay and the Apple Watch, Microsoft to Buy Minecraft?
Good morning, I wrote about the Apple Watch introduction on Stratechery in a piece called Apple Watch: Asking Why and Saying No. In short, while I like everything hardware-related about the watch, I was very concerned with both the keynote messaging and the software. Moreover, I think those two concerns are interrelated: the need theSubscribe […]
Daily Update: Banks Are the New Carriers, Marc Newson Joins Apple, Wearable Price Prediction
Good morning, Happy Moon Festival! This is one of my favorite holidays here in Taiwan. It’s a bit like Thanksgiving in the States, but instead of turkey everyone sits outside and barbecues and drinks. It’s pretty fantastic. It’s also why this Daily Update is so late! While today is more about payments and wearables, it’sSubscribe […]
Wearables, Payments, Chickens and Eggs
I feel a bit sheepish that this is the third of what will in all likelihood be four articles about Apple in a two-week span. I figured the scale of what Apple is planning to announce necessitated at least two preview posts; one about the iPhone and this one about wearables and payments. And then […]