Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
The Moat Map
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Netflix Earnings and the Video Value Chain, The Conditions of Aggregation, Comcast and Netflix and the New Bundle
Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.
Could Spotify Be Netflix?, Calculating Spotify’s LTV and CAC
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.
Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Disney and Fox
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap
Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.