Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
An explanation of the strategy undergirding the Daily Update Podcast, how the implementation fits into that strategy, and how Spotify’s podcast strategy impacts Stratechery’s approach.
As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.
Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.
Netflix’s earnings were mostly more of the same, but management’s comments helped explain an interesting connection between cash flow and margin, and showed how Netflix has evolved again.
Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
It is hard to see *The Office* being a good deal for NBCUniversal, even if Netflix will miss it. Then, Netflix’s budget consciousness is just as likely to be a sign of Netflix power than it is weakness, and more reasons why Spotify isn’t Netflix.
Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.