I’ve written two pieces this week on television, with the intent of exploring what changes, if any, may be coming: The cord-cutting fantasy examined why cutting the cord yet keeping the shows you watch (i.e. unbundling) is unrealistic. Why TV has resisted disruption explored the strategic reasons why TV remains strong I’m working on Part […]
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
Predictably, television was one of the first topics Tim Cook was asked about at yesterday’s interview at AllThingsD. This followed the rumors of Yahoo acquiring Hulu, and Microsoft’s entertainment-centric Xbox One launch last week. It’s all about TV and the imminent age of cord-cutting. On this the blogosphere is certain. Except for one little problem: […]
The Week In Review is a weekly digest of what I found interesting in tech over the last week. It consists of the story of the week, a summary of stratechery articles and links, a huge collection of links that I found noteworthy (plus commentary), and my favorite tweets of the week. I post this […]
Steve Jobs, in his biography, on his meeting with Larry Page after the latter became CEO: We talked a lot about focus. And choosing people. How to know who to trust, and how to build a team of lieutenants he can count on. I described the blocking and tackling he would have to do to […]
Jon Russell: I’m really impressed with the Hangouts messenger service. Web client is a good addition IMO, but mandatory G+ account is a big frustration. Benedict Evans had a brilliant post a month ago about why consolidation may not be the endgame for mobile chat: On mobile the social graph comes ready-made in your address […]
Tumblr is worth far more to Yahoo than $1.1 billion, and worth far less as a standalone company. That makes this acquisition a win-win; Yahoo is buying three important parts of the signal-to-ads cycle, and Tumblr’s investors are getting a nice exit. There are three ways to improve advertising revenue: Sell more ads Sell more […]