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 radarSubscribe […]
The Changing — and Unchanging — Structure of TV
The way we get TV may be changing, but the importance and defensibility of great content will persist
Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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”)Subscribe […]
Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
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 mySubscribe […]
Amazon: Not an E-commerce Company
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 […]
Daily Update: Google I/O – Analysis on Every Announcement
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughSubscribe […]
Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2
Good morning, The ramp up to Google I/O is beginning in earnest; the keynote will be tomorrow, June 25, at 9am. I’m looking into the feasibility of doing another live chat for access members; check out Glassboard for details (or upgrade here). On to the update: Google and Nest Interaction Even as late as lastSubscribe […]
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 […]
How Apple TV Might Disrupt Microsoft and Sony
Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal. In 1985 Nintendo introduced the Famicom to North America as the Nintendo Entertainment System for a mere $199, a remarkably low price considering the average […]
WWDC Expectations
Update: bumping to the top of the page Beyond the usual updates of iOS and OS X, there are two significant rumors about what Apple might unveil next week at WWDC. The first is Healthbook, as detailed by Mark Gurman here and here. The second is Apple’s plan for a smart home, first reported by […]