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.
AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective
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.
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.
Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN
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 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
The Funnel Framework
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.
Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
Good morning, Over the weekend BuzzFeed reinstated the Dove article and editor-in-chief Ben Smith apologized internally. Smith reiterated that the post was not pulled because of pressure from advertisers, and from what I understand, Dove hasn’t advertised on BuzzFeed for over a year (and I wasn’t able to easily find other Unilever advertising). So perhapsSubscribe […]