Good morning, Over the weekend, Twitter cut off Meerkat’s access to their social graph. I plan on writing about this decision in the context of Twitter’s broader challenges tomorrow. On to the update: Why Bill Gurley is Wrong About Facebook I write the title of this section with extreme trepidation; like most, I have aSubscribe […]
Daily Update: Nuzzel and the Unbundling of Twitter, Snapchat Valuation Rises, Medium and Custom Domains
Good morning, There will be a new Exponent later today that is all about the Apple Watch. Look for that in a few hours. On to the update: Nuzzel Custom Feeds and the Unbundling of Twitter Nuzzel, the news app that pulls stories from your Twitter feed, is adding support for lists. I liked HarrySubscribe […]
Daily Update: Where is YouTube on the Publishing Curve?, Sites About Everything, Larry Sanders and The Player’s Tribune
Good morning, I wanted to give you a quick update on Stratechery. I am in the process of implementing a new membership system that should hopefully solve many of the problems some of you have encountered, including logging in issues, abrupt cancellations, etc. In broad strokes I am moving from packaged software to a software-as-a-serviceSubscribe […]
Old-Fashioned Snapchat
How Snapchat is positioning itself to win an outsized share of television’s brand advertising
Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
Good morning, I apologize that today’s Daily Update is so late; I had problems with my CMS, which, if you squint, are quite ironic given today’s topic. Anyhow, on to a bit of political philosophy this morning; I hope you don’t mind. On to the update: Felix Salmon Thinks Journalism is a Bad Idea Here’sSubscribe […]
Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings
Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]
Daily Update: Sling TV, The Interview Makes $15 Million, Roku’s Smart TV Play
Good morning, Tuesdays are when I usually post my big article for the week, but this week’s has been delayed until tomorrow, so a Daily Update it is. And just as good: there were a couple of very interesting announcements yesterday at CES. On to the update: Sling TV From The Verge: What is SlingSubscribe […]
Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars
Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
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: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broadSubscribe […]