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The Apple Vision Pro’s Missing Apps

Monday, January 22, 2024

The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?

An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising

Thursday, October 5, 2023

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An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.

Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers

Wednesday, August 2, 2023

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Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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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

Tuesday, May 16, 2023

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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

Tuesday, May 2, 2023

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

Tuesday, March 14, 2023

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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

Tuesday, February 28, 2023

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

Tuesday, February 21, 2023

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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

Thursday, February 16, 2023

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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.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

The Apple Vision Pro’s Missing Apps

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

What the NBA Can Learn From Formula 1

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips