More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!
2019
Uber Questions
Uber’s S-1 raises more questions than it answers
Exponent Podcast: Family-Friendly Disney
On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and the Future of TV. Listen to it here.
Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
Apple Settles With Qualcomm, Intel Exits Modems, Apple’s Miscalculation
Apple settled its lawsuit with Qualcomm, while Intel exited cellular modems: how are these event connected? Then, why Apple miscalculated in its decision to sue Qualcomm.
Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T
Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.
Disney and the Future of TV
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
Exponent Podcast: A Community of Loonies
On Exponent, the weekly podcast I host with James Allworth, we discuss A Regulatory Framework for the Internet. Listen to it here.
Alexa’s Human Listeners, New Questions, Disney’s Presentation
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.
Google Cloud Next, Anthos, Google Cloud and Open Source
The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.