Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
CES Concepts, Verizon Drops Bundles, Technology and TV
CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.
Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath
Tumblr was first banned from the App Store, and then Tumblr banned NSFW content. Making sense of what happened requires understanding what is happening at Verizon.
Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
Artificial Intelligence Follow-up, FCC Privacy Rules Overturned, Winners and Losers
A follow-up to The Arrival of Artificial Intelligence, then an explanation of what just happened with ISPs and privacy, and a review of the winners and losers.
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.