Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
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?
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
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.
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.
The Amazon story continues, and it is striking how there is zero common ground between people who work in tech and the journalists who cover it. Will this mark a shift in the relationship? Plus, what HBO’s Sesame Street deal, Amazon’s Top Gear deal, and NBC’s Premier League deal say about the future of streaming.
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
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.