Netflix
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Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
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Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
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Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
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Netflix Flexes
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
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More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends
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)
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Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
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Amazon’s Reported RSN Bid, The Future of Sports Rights, Apple in the Supreme Court
Amazon probably isn’t buying 22 RSNs; sports rights don’t really make sense for streaming services. Then, Apple is in the Supreme Court in a case that is hugely important for the entire tech industry.
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Qualcomm Loses Preliminary Judgment; Qualcomm Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
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Spotify Earnings; Spotify, Supply, and Acquiring Marginal Customers; Spotify’s Research and Development
Spotify’s earnings point to a disturbing trend of the company needing to spend to acquire marginal customers; this makes sense because the company does not have power over supply
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Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.