Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

Warner Bros. Discovery

Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.

Disney Earnings, Disney and Linear TV, Disney+ Ads

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.

Musk, Twitter, and Bots; Bot Experience; Bot Science

Elon Musk may be trying to renegotiate his Twitter deal by citing bots; all available evidence suggests that Twitter’s number is not only accurate, but conservative.