On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and Fox. Listen to it here.
Facebook is accused of abetting age discrimination, which raises many of 2017’s most prominent themes. So does the news that Apple slows down iPhones.
The most popular and most important posts on Stratechery in 2017.
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.
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?
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.
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.
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.
Snap has a more cogent vision than the one it presented in its S-1; the problem is it might be too late. Tencent, meanwhile, fresh off its Snap investment has picked up a piece of Spotify.
On Exponent, the weekly podcast I host with James Allworth, we discuss The Pollyannish Assumption. Listen to it here.