Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Stratechery merchandise is now available. Then, the New York Times blockbuster story on Facebook, and how the company has misplayed its hand. Plus, why the real problem is employee morale.
Spotify and the labels are at odds, largely because the latter don’t understand their competitive environment. Then, Apple is trying to build the news bundle.
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.
Facebook’s earnings show that the company’s ads are differentiated. Then, advertisers won’t save local news, and a reminder that publications need to match their journalism with their business model.
The New York Times has a story about Uber and Apple that had a fundamental flaw and lacked context; then, Apple won this round against Tencent, but this is a battle to watch
The current TV model is exceptionally strong, but its weaknesses are correlated. Then, Netflix continues to demonstrate the power of Aggregation Theory, and the New York Times impresses with its focus on the business side of journalism.
Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)