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 Earnings, Opendoor’s Pricing, Opendoor’s Scalability
Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Zillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
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.
Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
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.
The Death and Birth of Technological Revolutions
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 Political Problems
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
The Squid Games Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?