An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
The Unified Content Business Model
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls
Section 230 is going before the Supreme Court: are content recommendations covered like moderation? A loss for Google would be an opportunity for Congress to protect essential rights.
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization
The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
The Four Horsemen of the Tech Recession
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.