Archives
-
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
-
Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
-
OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
OpenAI opens up the GPT store, which is a clear Aggregator play. That raises the prospect of future advertising opportunities. Then,. Artifact shuts down: is the open web just too crappy?
-
Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.
-
AWS:reInvent, Serverless and the Smiling Curve, AI Services
The opening keynote at AWS:reInvent was about serverless, which is a technical manifestation of how the Internet leads to smiling curves. Plus, AWS’s CEO comments on OpenAI.
-
Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
-
Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
The real estate industry is poised for major changes after a momentous court decision, and Zillow is poised to finally reach its potential as an Aggregator.