Good morning, A quick heads up re: meetups for Access members. The time and location of Friday’s New York meetup has been finalized and should be in your Inbox. If you didn’t get the email or wish to join, please follow up with me directly. Same with Chicago and Madison. As for the update, ISubscribe […]
Daily Update: Media and Authority, The Structural Changes in VC, Kim Kardashian: Hollywood
Good morning, While there are a few more earnings results this week – Twitter’s should be especially interesting – we are otherwise into the summer news slowdown, which means today’s Update is a bit more circumspect, yet hopefully interesting all the same. On to the updates: Media and Authority Yesterday the New York Times editorialSubscribe […]
Daily Update: ESPN and Univision Crack Down on Vine, Canada’s Anti-spam Law, BlaBlaCar Raises $100 million
Good morning, Hello from Wisconsin! First off, I apologize that yesterday’s update was sent out so late; it was sent on a schedule, and I messed up my timezones. Thanks for your patience. On to the updates: a central theme of Stratechery is the importance of context and the vast expanse of gray when itSubscribe […]
Daily Update: Twitter Buys Tap Commerce, Launches App Install Ads; Rakuten Launches Venture Fund
Good morning, I’m writing from Seoul’s Incheon Airport where we spent the night. Tomorrow’s update will come from Madison. On to the updates: Twitter Buys Tap Commerce Recode broke the news of Twitter’s latest acquisition: Twitter is in the process of acquiring Tap Commerce, a New York-based mobile advertising technology firm, according to sources familiarSubscribe […]
Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
Good morning, This update is arriving early because I am headed for the airport with my family for several weeks with my parents in Wisconsin. The fact I can do this is because of all your support, so thank you. Second, I feel pretty optimistic about keeping these updates on their early-morning schedule, but thereSubscribe […]
Daily Update: Yo, Facebook Wedge, Intel to Offer Customizable Chip
Good morning, I am working on a piece about Amazon’s new smartphone. Like most, I’m not that impressed by the phone or the price, but there’s something I’m even more concerned about (this is my best attempt at an Upworthy-type lead). Look for the piece later today. On to the (non-Amazon) updates: Yo Everyone isSubscribe […]
Why Uber is Worth $18.2 Billion
Christopher Mims’ piece Uber’s $18.2B Valuation Is a Head Scratcher is getting a lot of play, and deservedly so: it’s a good encapsulation of many people’s objections to Uber’s recent round that valued the company at $18.2 billion. However, I think Mims is wrong. I would argue he: Dramatically underestimates Uber’s potential market Undervalues Uber’s […]
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: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up
Good morning, I will be traveling to San Francisco next week, which means the timing of these updates may be a little irregular for the entire week (likely several hours later on Tuesday through Wednesday in particular). Thank you for your patience. For Access members, I plan on doing some sort of live chat duringSubscribe […]
Daily Update: GoPro Files for IPO, Angela Ahrendts’ and Apple Retail, Groupon Launching iPad Checkout System
I wrote a piece yesterday on Stratechery called The Net Neutrality Wake-up Call. While I did touch on some net neutrality specifics (again, I know), my broader point is that the collision of the political and technological worlds is only beginning; we as an industry would be well-served by getting involved sooner rather than later.Subscribe […]