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Articles

  • Political Chips

    Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.

  • Big Ten Blame

    The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation

  • Spotify, Netflix, and Aggregation

    The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

  • Data and Definitions

    Explaining exactly why Apple’s approach to ATT is anti-competitive

  • Zero-COVID and Free Speech

    Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.

  • 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.

  • 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.

  • Beyond Aggregation: Amazon as a Service

    Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

  • 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.