Techmeme

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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
Ben Thompson / stratechery:
Twitter's problem: the initial idea was so great that they never needed to learn their market   —  Twitter's Marketing Problem  —  Twitter's unconventional path is well-documented at this point.  From failed podcasting company to playground sketch (actually, probably not) …
May 4, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
Comcast deal is beneficial for Netflix but not for true net neutrality   —  Netflix and Net Neutrality  —  This article is by definition very US-centric, but the general principles apply broadly  —  For anyone remotely connected to technology, the idea that net neutrality is an unabashed …
Feb 28, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
Microsoft's Mobile Muddle   —  Saying “Microsoft missed mobile” is a bit unfair; Windows Mobile came out way back in 2000, and the whole reason Google bought Android was fear that Microsoft would dominate mobile the way they dominated the PC era.  It turned out, though, that mobile devices …
Feb 12, 2014, 1:55 AMIn context

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