There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
More on podcasts, including why I’m cautiously optimistic, plus Apple’s missed opportunity, and why I’m skeptical of startups in the space.
BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
The latest Facebook exposé in the New York Times raises questions as to why no one cared previously. The question today, though, is a political one.
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
Aggregators succeed by being the best at doing the jobs consumers want done.