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?
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?