Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?
YouTube Red, Yahoo Stumbles
YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.
YouTube Gaming, Network Defensibility, The Applicability of Metcalfe’s Law
YouTube Gaming is taking on Twitch, which raises a number of interesting questions: is YouTube Gaming like Google+, and if not, why not? Will it succeed, or should Google have simply bought Twitch? Also, a fascinating paper about Metcalfe’s Law and when and where it applies.
Daily Update: Why Bill Gurley is Wrong About Facebook, YouTube’s Competition
Good morning, Over the weekend, Twitter cut off Meerkat’s access to their social graph. I plan on writing about this decision in the context of Twitter’s broader challenges tomorrow. On to the update: Why Bill Gurley is Wrong About Facebook I write the title of this section with extreme trepidation; like most, I have aSubscribe […]
Daily Update: Where is YouTube on the Publishing Curve?, Sites About Everything, Larry Sanders and The Player’s Tribune
Good morning, I wanted to give you a quick update on Stratechery. I am in the process of implementing a new membership system that should hopefully solve many of the problems some of you have encountered, including logging in issues, abrupt cancellations, etc. In broad strokes I am moving from packaged software to a software-as-a-serviceSubscribe […]
Dear Zoë Keating: Tell YouTube to Take a Hike
Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.
Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars
Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.