Disney’s Bundle, Huawei’s HarmonyOS, Uber’s Earnings

Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.

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.

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?