Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
Tech Goes to Washington
Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation
Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
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.
Trustworthy Networking
The problems Facebook are facing today are the result of running into the future without considering unintended consequences, much like Microsoft and the Internet. There are clear solutions for the ad problem, but the filter bubble issue is much more fraught.
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.
The Super-Aggregators and the Russians
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
Everything is Changing; So Should Antitrust
WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.
Music Versus Publishing, Spotify’s Increasing Power
News publishers may want to emulate the music industry, but the only similarities that matter work in favor of the aggregators, not suppliers. Spotify is the perfect example.