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.
2017
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.
Stitch Fix and the Senate
Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
Exponent Podcast: Head-on is Hard
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple at Its Best. Listen to it here.
Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap
Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.
Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.