AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.
November 2017
“Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust
Follow-up on net neutrality, and why the evidence suggests that less regulation has indeed spurred more investment; antitrust, though, is key.
Pro-Neutrality, Anti-Title II
Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.
Give Stratechery as a Gift
The holiday season is approaching, and a Stratechery subscription can be given as a gift! You can specify the date of delivery (like, say, December 25, to pick a random example), and include a personalized message to be delivered by email. To buy a gift visit this page (or send it to someone else to […]
Meredith Buys Time Inc., Meredith’s Business, About the Koch Investment
Meredith is buying Time Inc.; most media coverage is focused on the Koch investment, but Meredith itself is far more interesting as a publisher that is succeeding.
The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections
The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.
Popping the Publishing Bubble, Revisited; BuzzFeed’s Struggles; Axios’ Success
News from BuzzFeed in particular suggest the digital publishing bubble may be bursting. Axios, meanwhile, shows that subscriptions aren’t the only answer — but niche may be.
Exponent Podcast: Successful Disappointments
On Exponent, the weekly podcast I host with James Allworth, we discuss Stitch Fix and the Senate. Listen to it here.
Bob Lutz on the Future of the Automobile, Uber and Lyft Ban Rider, Twitter’s Verification Mess
If the only way to get a ride is through a transportation company, should your political views matter? Twitter is, unintentionally, making that a moot point by setting the stage for regulation.
SendGrid IPOs, The Nintendo Marios
SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.