Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: Facebook’s Strengths, Weaknesses, Opportunities and Threats
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: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
Good morning, Today is Asia-themed, but with a US twist. On to the updates: Apps on Xiaomi According to Flurry, Xiaomi users love apps: Over the past 6 years, the average Apple iPhone consumer has spent more time in apps than consumers of every Android device we track – by a wide margin. This year,Subscribe […]
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: Yo, Facebook Wedge, Intel to Offer Customizable Chip
Good morning, I am working on a piece about Amazon’s new smartphone. Like most, I’m not that impressed by the phone or the price, but there’s something I’m even more concerned about (this is my best attempt at an Upworthy-type lead). Look for the piece later today. On to the (non-Amazon) updates: Yo Everyone isSubscribe […]
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: Bitcoin Breached, China Cracks Down on iMessage, Tesla Opens Patents
Good morning, A big update today, so let’s get to it: Bitcoin Breached You may think that header is a bit sensational, but in my opinion it’s difficult to overstate the implications of recent Bitcoin developments. From ArsTechnica: For the first time in Bitcoin’s five-year history, a single entity has repeatedly provided more than halfSubscribe […]
Daily Update: Apple TV Follow-up, Twitter COO Resigns
Good morning, Just two items today, but two biggies: a massive follow-up to my most recent article on Stratechery, as well as an overview of the Twitter mess. On to the updates: More on Apple TV and Consoles I wrote last week that it seemed few people knew that Computex is going on, which isSubscribe […]
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 […]