Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
Spotify’s earnings show that their strategy is working exactly as predicted; then, Universal is responding to Taylor Swift’s leveraging of Internet power.
Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?