An explanation of the strategy undergirding the Daily Update Podcast, how the implementation fits into that strategy, and how Spotify’s podcast strategy impacts Stratechery’s approach.
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
It is hard to see *The Office* being a good deal for NBCUniversal, even if Netflix will miss it. Then, Netflix’s budget consciousness is just as likely to be a sign of Netflix power than it is weakness, and more reasons why Spotify isn’t Netflix.
Spotify has filed an antitrust complaint against Apple in Europe, and their complaint shows how Senator Warren’s proposal misses the mark. Then, Amazon doesn’t appear to have market power.
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
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.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.