A follow-up on the specifics of Apple’s 2016 WWDC keynote, with a focus on Apple Watch, Apple TV, Siri, and Privacy.
Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.
An overview of Amazon’s new fire lineup and how it fits with the company’s overall strategy, an overview of the Apple TV from last week’s event, and a discussion about the fundamental challenge facing all of these TV boxes.
A follow-up to my piece on ESPN
Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radar […]
The way we get TV may be changing, but the importance and defensibility of great content will persist
Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”) […]
2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed my […]
Let’s start with the premise that Twitch, the video-game watching network, is the next ESPN – you know, the jewel in Disney’s crown that, by itself, is worth $50.8 billion. Like ESPN, Twitch is about live competition, and, like ESPN, Twitch does exceptionally well in the highly desirable young male demographic.1 Obviously this is the […]