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.
2017
Tencent Earnings, WeChat Advertising, The Potential of WhatsApp Status
Tencent’s earnings were good, but as opaque as always. Still, there are insights to be gleaned about advertising in particular, and what that says about Messenger and WhatsApp.
Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.
Exponent Podcast: The Uber Mutation
On Exponent, the weekly podcast I host with James Allworth, we discuss The Uber Dilemma. Listen to it here.
Cloudflare and Daily Stormer, Free Speech and Corporations, Just War and Regulation
Cloudfare finally pulled the plug on the Daily Storm. It may have been an easy call in isolation, but the implications highlight the inevitable push towards regulation online.
Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.