Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
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.
Atlassian Buys Trello, Yahoo => Altaba
Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.
WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging
Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging
Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI
Tumblr’s failure is so profound that the reasons why deserve a deeper exploration. And, might said lessons apply to Snapchat? Plus important developments in Apple versus the FBI.
Bill Simmons to Launch ‘The Ringer’; More Media Notes on Yahoo, BuzzFeed, Vox
Bill Simmons’ new site looks to take an integrated approach to money-making. Plus, strategies for content creators with examples from Yahoo, BuzzFeed, and Vox
The Reality of Missing Out
Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
Tesla and Beyond Disruption, As Yahoo Turns
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
YouTube Red, Yahoo Stumbles
YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.
Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game
My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.