All Content
-
NBC Measurement, Apple and Patreon, Substack Next?
A note on NBC’s changing ratings. Then, Apple is demanding its pound of flesh from Patreon creators, who aren’t getting any of the benefits of the App Store Apple says it deserves to be compensated for.
-
Olympic Ratings, Peacock’s Abundance, Comcast Earnings
The Olympics have sky-high ratings, and Peacock has delivered an amazing user experience; will that success ever manifest in meaningful profits for Comcast?
-
Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
-
Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
-
Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
-
Reddit’s Robots.txt, The Reddit Perspective, Google Contracts
-
Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
Google’s earnings continue to suggest that Search is fine, while YouTube benefits from linear TV’s self-immolation. It’s the web that is showing signs of suffering from AI.
-
Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.