Techmeme

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Ben Thompson / stratechery:
With a broad range of products united by software, Xiaomi sells an ecosystem, not just phones   —  Xiaomi's Ambition  —  Xiaomi, the Chinese smart phone company that late last month raised $1.1 billion at a $45 billion valuation, sells way more than smartphones: Mi.com boasts over a thousand items …
Jan 11, 2015, 5:20 PMIn context
Ben Thompson / stratechery:
Wearables, Bitcoin, or messaging may underpin the next consumer computing epoch, after the PC, internet, and mobile   —  The State of Consumer Technology at the End of 2014  —  While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer …
Dec 17, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
Google dominates search advertising but will likely be eclipsed in native ad category   —  Peak Google  —  Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed.  IBM, for example …
Oct 22, 2014, 10:05 PMIn context
Ben Thompson / stratechery:
PayPal is at a disadvantage because it focused on peer-to-peer payments, not merchant-based transactions   —  PayPal's Incentive Problem  —  Last week eBay announced that PayPal would be spun out into a separate company, fixing two big problems for PayPal:
Oct 7, 2014, 4:05 AMIn context
Ben Thompson / stratechery:
Minecraft fits into Nadella's new vision for Microsoft, but the Xbox business creates conflict   —  Microsoft's Good (and Potentially Great) Minecraft Acquisition  —  It's difficult to overstate what a big deal Minecraft is.  It's the third best-selling game of all time behind Tetris and Wii Sports …
Sep 15, 2014, 2:00 PMIn context
Ben Thompson / stratechery:
Apple seems unclear whether Watch is an iPhone accessory or valuable on its own   —  Apple Watch: Asking Why and Saying No  —  Dan Frommer wrote in Quartz about The Hidden Structure of the Apple Keynote.  His analysis covered 27 events since 2007, and included things like average length …
Sep 10, 2014, 3:50 PMIn context
Ben Thompson / stratechery:
BuzzFeed's valuation reflects how the Internet is narrowing the difference between media and software distribution   —  Is BuzzFeed a Tech Company?  —  It's telling that Chris Dixon, in a blog post explaining Andreessen Horowitz's $50 million investment, goes out of his way to explain …
Aug 12, 2014, 5:00 PMIn context
Ben Thompson / stratechery:
To focus on services, Microsoft should split in two and make the Windows business a separate company   —  It's Time to Split Up Microsoft  —  To understand why so many serious Microsoft observers were encouraged by Satya Nadella's week-ago memo Bold Ambition and Our Core,1 it's useful …
Jul 22, 2014, 2:25 PMIn context
Ben Thompson / stratechery:
Samsung's basic problem: no software-based differentiation, competing on price is not enough   —  Smartphone Truths and Samsung's Inevitable Decline  —  For me, anyway, the most surprising thing about Samsung's disappointing earnings was just how surprised many folks seemed to be.
Jul 8, 2014, 8:00 PMIn context
Ben Thompson / stratechery:
How Apple TV with two models, $99 basic and $179 with gaming, could disrupt the console market   —  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.
Jun 14, 2014, 9:45 PMIn context

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