Uber’s New CEO

Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.

Disney Follow-up, The Re-Bundlers, Medium Claps

Disney is approaching streaming from a different place than its competitors, and the Conservation of Attractive Profits explains why its past success works against it.

Disney’s Choice

Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.