On the business, strategy, and impact of technology.
As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now?
Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than you might think, and Aggregation Theory explains why.
I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de Blasio suggests about politics and Aggregation Theory.
It seems that Uber is doing far better in China than expected. How is the company succeeding where other western companies have failed, and is their success sustainable? Plus fundraising news from Uber’s biggest competitor, and some amazing numbers about China’s scale.
Recode has sold to Vox, and while everyone involved is putting a happy face on the matter, it seems highly likely that Recode failed as a business. Understanding how content businesses work show where they went wrong, but what does that mean for someone like Bill Simmons?
Also, Jeff Williams spoke at Recode, and he just might have changed my mind about Jony Ive.
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense.
More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses where to invest), and on the flip side, who might be interested and why.
Good morning! In case you missed it, I mentioned yesterday that I’m going to Happy Hour Friday in Seattle and Monday in San Francisco, both from 5:00-6:30, and would love if you joined me. I’ll send out details about location to those who have expressed interest later today. On to the update: BuzzFeed, Trust, andSubscribe […]
Good morning, As I noted last week, I will be off this Thursday and Friday for Chinese New Year. In addition, tomorrow’s article will be several hours late. Thank you for your patience. On to the update: Car Rumors and Jony Ive’s Apple As far as I can tell the Apple Car rumor started withSubscribe […]
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 […]
Good morning, Thanks for the all the positive notes yesterday about the Daily Update’s recent Xiaomi coverage. This was certainly a special circumstance, and I’m glad you all enjoyed it. Hopefully there will be more in the future. I am working on an article that touches on Xiaomi, although the main points are much broader,Subscribe […]
