Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
The Athletic Reaches 500,000 Subscribers, Brute-Forcing the Bundle, Local Bundles
The Athletic has 500,000 subscribers and continues to pursue growth over profitability. It’s an approach that makes sense, and the demise of local bundles helps explain why.
The Wall Street Journal and Apple News, The Problem with Regulating Content, Australia’s Terrible New Law
Why the Wall Street Journals’ deal with Apple isn’t so bad, and how that applies to YouTube. Plus, why content regulation isn’t workable, and a review of Section 230. Then, Australia passes a truly terrible law.
Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.
Spotify and the Labels, Labels and Aggregation, Newspapers and Texture
Spotify and the labels are at odds, largely because the latter don’t understand their competitive environment. Then, Apple is trying to build the news bundle.
Technologists, Politics, and Facebook; Publishers and the GDPR; Facebook and The Denver Post
Publishers are in ever more trouble, thanks to the GDPR. It increasingly seems like Facebook and Google are the inevitable saviors, for better or worse.
Why Twitter Must Be Saved
First, a reposting of an old Stratechery article, Rebuilding the World Technology Destroyed. Then, why Twitter is an essential antidote to Facebook and must be preserved.
Jeff Bezos at the Code Conference, Recent Amazon News
Jeff Bezos gave a great interview at the Code Conference, and while the whole thing is worth watching, I wanted to highlight a few items that touched on Stratechery topics. Plus, three recent Amazon stories that show how the company is winning.
Are Ebooks Declining, or Just the Publishers?, Oyster Goes Out of Business, Media Notes
A follow-up on e-book publishing, and why there is so much dispute about just how many e-books are sold.
Medium and the Publishing Long Tail, Content Blockers and Facebook, Amazon Prime and the Washington Post
A bit of follow-up on yesterday’s post Popping the Publishing Bubble, and why Medium is potentially trying to replicate Stripe’s strategy. Plus, the key decision-maker when it comes to ad-blocking is Facebook, and it’s not at all clear what they will do. Finally, an experiment from Jeff Bezos with the Washington Post and Amazon Prime.