Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.
Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Airbnb Reportedly Building Apartments, Apple Hires New General Counsel, Uber’s Board Saga Ends
Catching up on a story that intrigues (Airbnb), a story that raises eyebrows (Apple), and another that seems to have finally reached its conclusion (Uber’s board disfunction)
Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Uber in London: A Correction, Books and Blogs Revisited, More Aggregators
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Defining Aggregators
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Uber’s New CEO
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
Podcasts, Analytics, and Centralization
The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.