Netflix’s Earnings, Netflix and the Aggregation Dream

Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.

Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter

Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.