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.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
The latest Facebook exposé in the New York Times raises questions as to why no one cared previously. The question today, though, is a political one.
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.
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