Good morning, I got a few (very friendly) notes about my item about the iPhone line yesterday, suggesting I was reading too much into the Asian focus and missing the broader complaint about “true” Apple fans. In my defense, the tweet I was referring to was one of about 100 (seriously) that was in mySubscribe […]
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 […]
Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
The Cord-Cutting Fantasy
Predictably, television was one of the first topics Tim Cook was asked about at yesterday’s interview at AllThingsD. This followed the rumors of Yahoo acquiring Hulu, and Microsoft’s entertainment-centric Xbox One launch last week. It’s all about TV and the imminent age of cord-cutting. On this the blogosphere is certain. Except for one little problem: […]