The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
An interview with Brad Stone about his new book about Amazon, how the company has changed, and his outlook for a post-Bezos future.
AWS’s responses to Cloudflare are still predicated on an assumption of centralizaion; the truth is in the middle, and the status quo is powerful.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.