December 2017
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Exponent Podcast: Two Is Better Than One
On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and Fox. Listen to it here.
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The 2017 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2017.
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Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
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Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
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Patreon Reverses Itself, The Patreon Backstory and the Reality of Fees, Patreon’s Mistake
Patreon recently changed its fee structure — and then changed it back. The problem is rooted in Patreon’s history and it its misunderstanding of the value chain in which it operates.
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Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
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Disney and Fox
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
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Exponent Podcast: Human Problems
On Exponent, the weekly podcast I host with James Allworth, we discuss The Pollyannish Assumption. Listen to it here.