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Ben Thompson / Stratechery:
Apple should improve the iPad by making it a better platform for developers, not introducing a new product   —  From Products to Platforms  —  Yesterday's Apple keynote was one of the company's best in quite some time.1 One reason why was, as John Gruber noted, a certain sense of stagecraft …
Sep 10, 2015, 12:35 PMIn context
Ben Thompson / Stratechery:
Many unicorns may fail, but as a group they are likely undervalued   —  Unicorns  —  The entire point of the name “Unicorn”, first coined by Aileen Lee in November 2013, is to describe something very rare: “U.S.-based software companies started since 2003 and valued at over $1 billion …
Jun 18, 2015, 1:55 AMIn context
Ben Thompson / stratechery:
A long-winded case for replacing Dick Costolo   —  Twitter Needs New Leadership  —  Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth.  From the Wall Street Journal: … The symbolism of the leak was appropriate …
Apr 30, 2015, 5:20 PMIn context
Ben Thompson / stratechery:
With its design prowess, retail stores, and customer base, Apple is best positioned to make the wearable market   —  How Apple Will Make the Wearable Market  —  Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple's history, placing it at the same level as the Mac, iPhone and iPod.
Mar 12, 2015, 7:00 AMIn context
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

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