Verizon
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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
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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.
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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.
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Follow-up, Snapchat’s Deal with Viacom, Verizon Exploring Yahoo Purchase, Disney
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.
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Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not