Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.