Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal

Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.

Sports Gambling Defederalized, Amazon Channels

Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.

Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu

The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?

Disney and Fox

Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.