Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
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 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 is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
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 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.
Follow-up on The Reality of Missing Out, including why I’m worried about Pinterest. Than, why I’m a bit wary of Snapchat’s deal with Viacom, but a believer in the idea of Verizon buying Yahoo. Finally, a reiteration of my Disney optimism.
Verizon announced they were changing the structure of their phones plans away from subsidies and towards phone financing. I think it’s less of a big deal than many are painting it to be, and if anything, it will help the iPhone. Plus, why iMessage is particularly important in the U.S.