This is Part 3 of a three-part series on what changes, if any, may be coming to TV TV, as I have recounted in the last two articles, is as firmly entrenched as an incumbent can be. The idea that you can cut the cord and simply watch the shows you currently want to watch […]
Articles
Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
The Cord-Cutting Fantasy
Predictably, television was one of the first topics Tim Cook was asked about at yesterday’s interview at AllThingsD. This followed the rumors of Yahoo acquiring Hulu, and Microsoft’s entertainment-centric Xbox One launch last week. It’s all about TV and the imminent age of cord-cutting. On this the blogosphere is certain. Except for one little problem: […]
Yahoo, Tumblr, and the Signal-to-ads Cycle
Tumblr is worth far more to Yahoo than $1.1 billion, and worth far less as a standalone company. That makes this acquisition a win-win; Yahoo is buying three important parts of the signal-to-ads cycle, and Tumblr’s investors are getting a nice exit. There are three ways to improve advertising revenue: Sell more ads Sell more […]
The Android Detour
Google is at its best when its product focus follows its business model; for too long Android was a detour.
The Facebook Flop
I’ll admit it: I’m rather enjoying the Facebook Home/First flop. First off, it’s always fun to say “I told you so.” Specifically, pre-launch I questioned Mark Zuckerberg’s assertion that people, not apps were the center of our smartphone experience in Apps, People, and Jobs to be Done: Apps aren’t the center of the world. But […]
Adobe’s Subscription Model & Why Platform Owners Should Care
It’s difficult to overstate the significance of Adobe’s announcement that all of their products will be solely available through Creative Cloud. No longer can you buy packaged version of Photoshop, for example, that are yours forever. Instead you can subscribe to different individual apps or suites. What makes this so interesting is that while companies […]
The Intel Opportunity
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vision to ensure Intel’s continued success? I’m not talking about Brian Krzanich, who today was promoted from COO to […]
The Truth About Windows Versus the Mac
Ben Evans wrote the article I’ve been wanting to write about why the phone market is fundamentally different than the PC market. I’m glad he did; his version is even better that what I had outlined. A quick taste: In the 1990s, the PC market was mostly a corporate market (roughly 75% of volume). Corporate […]
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.