AT&T
-
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
-
An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
-
iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
-
Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
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 and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
-
AT&T’s Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
-
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
-
Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.