Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: ESPN and Univision Crack Down on Vine, Canada’s Anti-spam Law, BlaBlaCar Raises $100 million
Good morning, Hello from Wisconsin! First off, I apologize that yesterday’s update was sent out so late; it was sent on a schedule, and I messed up my timezones. Thanks for your patience. On to the updates: a central theme of Stratechery is the importance of context and the vast expanse of gray when itSubscribe […]
Facebook Launches Google+, and the Week in Daily Updates
The main page content on Stratechery is free for all readers, but I also offer the Daily Update via email and RSS for $10 per month/$100 per year.1 This is one of the items sent out in this week’s Daily Updates. To sign up, visit the Membership page Facebook Launches Google+ Slingshot I would love […]
Daily Update: Privacy is Dead Follow-up, Facebook Launches Google+, Praising Adobe (and a bit on disruption)
Good morning, There has certainly been a lot of chatter about disruption over the last 24 hours; I know many of you have asked for my opinion about Jill Lepore’s article in the New Yorker. I suspect James Allworth and I will touch on this on Exponent, but for now, I would say that theSubscribe […]
Daily Update: Twitter’s World Cup Starter Kits, Amazon’s Dangerous Tactics, LINE Partners with Salesforce
Good morning, It’s World Cup day! I couldn’t be more excited (even if I shouldn’t be) – I even have a World Cup related update. On to the update: Twitter’s World Cup Starter Kits Twitter is trying out some interesting new features designed to drive engagement during the World Cup. From Alexis Madrigal at theSubscribe […]
Daily Update: Amazon’s Phone Announcement, Apple’s New Ad, Twitter Buys Namo Media
Good morning, Today is my last day in San Francisco; I will have a Daily Update for tomorrow, but it may be a bit shorter than usual. I’m looking forward to getting back on my usual schedule next week. On to the update: Amazon Teases Smartphone Event From Bloomberg: Amazon.com Inc. is planning to introduceSubscribe […]
Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM
Good morning, Access members, please keep an eye out for an email about a virtual meetup next week, as well as an in-person meetup during WWDC. On Stratechery, I posted It’s Time to Kill Surface. I probably wasn’t clear enough in the article, but I actually rather like the product and think there is aSubscribe […]
Daily Update: AT&T to Buy DirecTV, Google to Buy Twitch, Facebook Building Snapchat Competitor
Good morning, After a relatively slow week, lots of stuff happened this weekend, so let’s get to it: AT&T to Buy DirecTV Lots of folks are comparing this proposed deal to the Comcast-Time Warner merger, but I think it’s much more benign, both from an explanatory perspective as well as an impact one. One ofSubscribe […]
Daily Update: Xiaomi Releases Tablet, Pinterest Raises $200m, Zendesk IPOs
Good morning, I am pleased to announce that you can now purchase and manage multiple licenses for the Stratechery Daily Update (or Update & Access): There is a 10% per-license discount for 2 or more licenses These accounts may be set up and managed centrally or on an individual basis Volume licenses are only availableSubscribe […]
Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten
Good morning, There will be some big news on Stratechery about what I’m doing with podcasts, so keep an eye out for that. In the meantime, to the update: Pinterest Launches Promoted Pins From Techcrunch: Last fall, Pinterest announced it would begin experimenting with advertisements on its service in the form of “Promoted Pins,” whichSubscribe […]