Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Lessons from Spotify’s recent controversy, both for other tech executives, and also for the Spotify’s long run profitability.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
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’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model