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: Google Blocked in China, WeChat Ecommerce, LINE IPO?
Good afternoon, I finally posted the WWDC piece I mentioned yesterday: Growing Apple at WWDC. While the number of updates were pretty incredible, I think they mostly fit into a coherent growth strategy. Check it out. I apologize again that today’s update is a little later (tomorrow’s probably will be as well). I’m very muchSubscribe […]
Daily Update: WWDC Overview
Good morning, I apologize that today’s update is so late; I have been on a fruitless search for Wifi most of the morning after realizing T-Mobile unilaterally disabled my phone’s ability to tether. Fun! But enough about me – on to the update: WWDC As expected there were no hardware announcements, which actually made theSubscribe […]
Daily Update: Windows 8.1 with Bing, Hacking and Corporate Responsibility, Asian Chat App Updates
Good morning, Happy Memorial Day to my US readers, and Happy Monday to the rest of the world. When it comes to holidays, I plan on observing the Taiwanese holidays for most of the year, but American holidays during the summer (i.e. July 4). I’ll always let you know before I take a day offSubscribe […]
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 […]
Announcing Volume Discounts + The Week in Daily Updates (Week 4)
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 available on an […]
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: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA
Good morning, In case you missed my announcement, I’m moving forward with Stratechery’s originally planned podcast, called Exponent. You can get all of the relevant feeds and links at Exponent.FM. On to the update: Square Retrenching Earlier this week Square withdrew Square Wallet from the app store and launched a new service called Square Order.Subscribe […]
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 […]