Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

Netflix Flexes

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

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.