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.
Ben Thompson
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.
A Framework for Regulating Content on the Internet
Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
Exponent Podcast: YouTube and the End of Friction
On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here.
The Wall Street Journal and Apple News, The Problem with Regulating Content, Australia’s Terrible New Law
Why the Wall Street Journals’ deal with Apple isn’t so bad, and how that applies to YouTube. Plus, why content regulation isn’t workable, and a review of Section 230. Then, Australia passes a truly terrible law.