Distribution and Demand

Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.

Anti-Monopoly vs. Antitrust

What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.

HBO Max, AT&T’s Challenges, The Streaming Battleground

AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.