Good morning, Over the weekend, Twitter cut off Meerkat’s access to their social graph. I plan on writing about this decision in the context of Twitter’s broader challenges tomorrow. On to the update: Why Bill Gurley is Wrong About Facebook I write the title of this section with extreme trepidation; like most, I have aSubscribe […]
Daily Update: Nuzzel and the Unbundling of Twitter, Snapchat Valuation Rises, Medium and Custom Domains
Good morning, There will be a new Exponent later today that is all about the Apple Watch. Look for that in a few hours. On to the update: Nuzzel Custom Feeds and the Unbundling of Twitter Nuzzel, the news app that pulls stories from your Twitter feed, is adding support for lists. I liked HarrySubscribe […]
Daily Update: Miraculous Meerkat, GigaOm Goes Out of Business
Good morning, I’m back in Taiwan, and it’s good to be home. I’ve fallen dreadfully behind on email in particular, so if I haven’t responded to any of you (I always respond to member emails sent to the membership account) please hold tight – I’ll get to it. My apologies, and thanks for your patience.Subscribe […]
Daily Update: Where is YouTube on the Publishing Curve?, Sites About Everything, Larry Sanders and The Player’s Tribune
Good morning, I wanted to give you a quick update on Stratechery. I am in the process of implementing a new membership system that should hopefully solve many of the problems some of you have encountered, including logging in issues, abrupt cancellations, etc. In broad strokes I am moving from packaged software to a software-as-a-serviceSubscribe […]
Old-Fashioned Snapchat
How Snapchat is positioning itself to win an outsized share of television’s brand advertising
Daily Update: Twitter’s Results, Algorithm, and Value
Good morning, Today is all about Twitter; I’m going to both review their results and touch on their recent flood of announcements. I think that one explains the other. On to the update: Twitter’s Results Twitter’s results were pretty much exactly what you might have expected, particularly given the Twitter-driven Steven Levy piece about Twitter’sSubscribe […]
Daily Update: Facebook Earnings, Naver/LINE Disappoint
Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to severalSubscribe […]
Daily Update: Cloud First, Jet.com Taking on Amazon, A Teenager’s View on Social Media Follow-Up
Good morning, I’m writing this update on a plane headed to Beijing for tomorrow’s Xiaomi announcement. My plan is to write about the experience of the keynote for tomorrow’s Daily Update, and then hopefully I’ll have a special treat for Friday – stay tuned. In addition, please excuse any delays in response or on theSubscribe […]
Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars
Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
Daily Update: Box Updates S-1 (and Look Great), Instagram Passes 300 Million, Microsoft Acquires HockeyApp
Good morning, According to Panic, Apple changed its mind about Transmit’s ability to add external files to iCloud Drive. This is certainly a positive development, and while I might be biased, I think it actually fits with what I wrote on Wednesday: a major stink was raised, alerting Apple’s engineering team to the issue, andSubscribe […]