An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
The real estate industry is poised for major changes after a momentous court decision, and Zillow is poised to finally reach its potential as an Aggregator.
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.