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.

Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Back to the Future of Twitter

Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.

Why Netflix Should Sell Ads

Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix

The Current Thing

If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.

Tech and War

The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network

Digital Advertising in 2022

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.