Note: I put the wrong link in the Daily Email for Tuesday, September 2, 2014. The daily update for that day can be found here. Good morning, I’m really glad to be back in Taiwan and look forward to being back on a regular schedule – you’ll note how much earlier this update is arriving!Subscribe […]
Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered
Good morning, Hello from the transit hotel at Seoul’s Incheon International Airport, where I’m holed up with a couple of kids for the night. I’m looking forward to being in Taiwan tomorrow. As I noted previously, expect updates to be a little irregular for the rest of this week. Thanks for your understanding. On toSubscribe […]
Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC
Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
Daily Update: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
Good morning, The position of China in tech is so fascinating: it is well on its way to being the most important market in the world, yet it is largely inaccessible to most foreign companies. The big exception in the U.S. is Apple, so we start there. On to the update: Understanding China, or NotSubscribe […]
Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
Good morning, I trust you all had a great weekend – I certainly did, particularly as I had the opportunity to meet several of you. Thanks again for being supporters. On to the update: Why Facebook is About to Explode When I started Stratechery I was a Facebook skeptic, but about a year ago ISubscribe […]
Daily Update: Businesses Not Apps Follow-up, Mobile IE to Support Webkit Prefixes, LinkedIn Beats
Good morning, I wrote a different type of article yesterday – see below – that took a lot more time and effort than many of the other things I have written. The reason I mention that is not because it has anything to do with the article – it doesn’t – but rather to noteSubscribe […]
Daily Update: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit ItSubscribe […]
Daily Update: The Twitter Enigma, Amazon Follow-up, Diapers.com CEO Raises $50 million
Good morning, A quick heads up re: meetups for Access members. The time and location of Friday’s New York meetup has been finalized and should be in your Inbox. If you didn’t get the email or wish to join, please follow up with me directly. Same with Chicago and Madison. As for the update, ISubscribe […]
Daily Update: Amazon Earnings, Xiaomi Releases Wearable, Facebook Messenger and Uber
Good morning, First off, I had a new post on Stratechery on Wednesday about the Apple-IBM deal called Big Blue and Apple’s Soul. Check it out if you missed it. Secondly, I am having meetups for Access members in New York (8/1), Chicago (7/31) and Madison (TBD) over the next couple of weeks. I haveSubscribe […]
Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]