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.

Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons

There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.

Netflix and the Conservation of Attractive Profits

Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption