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.

A Regulatory Framework for 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.

Apple’s Services Event

Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.

Where Warren’s Wrong

Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

The Value Chain Constraint

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

The Cost of Apple News

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

Spotify’s Podcast Aggregation Play

Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.

The BuzzFeed Lesson

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

Netflix Flexes

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.