Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings
Once tech companies have the capability to do what government’s tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earnings.
Apple and Amazon Make a Deal, Three Angles, Apple vs. Amazon
Apple and Amazon make a deal; I suspect it has been in the works for a long time, including Apple Music being on Alexa.
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
An Interview with Matthew Ball About Disney and Bob Iger
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
Netflix Earnings; Self-Production, Cash Flow, and Margin; Netflix’s New Rung
Netflix’s earnings were mostly more of the same, but management’s comments helped explain an interesting connection between cash flow and margin, and showed how Netflix has evolved again.
Ambient Computing and Antitrust, Google’s New Revenue Streams, Netflix Earnings
The real antitrust concern is with potential constraints on ambient computing. Then, Google has its own Services Narrative, and Netflix’s earnings should be viewed with concern.
Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.