Good morning, As I noted last week, I will be off next Thursday and Friday for Chinese New Year. In addition, I’m still working on the spam issue, although I understand yesterday was better. I appreciate your patience. On to the update: Xiaomi and the U.S. The Wall Street Journal captured the news with theirSubscribe […]
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: LINE Launches Grocery Services, Google Versus Uber?
Good morning, Thank you all for your patience yesterday in my ongoing litigation of the viability of blogs-as-a-business. Do note that I edited the piece a fair bit; the current version on Stratechery is a bit shorter and bit fairer to Vox (no poop references). As I’ve written, I’m cheering for all of the newSubscribe […]
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: A Teenager’s View on Social Media and the Social Communications Map
Good morning, As I noted last week, I will be going to Beijing the Wednesday to Friday. As of now I plan on keeping the same posting schedule, but my apologies in advance if there are any delays. In addition, my schedule isn’t yet completely set, so I’m not sure if I will be ableSubscribe […]
Daily Update: Christmas Gifts for Startups
Good morning, Happy New Year! As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no update from December 31-January 2. The regular daily schedule will resume on Monday, January 5. Today continues Christmas gifts for tech companies:Subscribe […]
The State of Consumer Technology at the End of 2014
While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]
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 […]