Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.
The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.
AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks
Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)
Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.