The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
Good morning, As you will see in your inboxes momentarily, I wrote a new post on Stratechery called Two Microsofts about Microsoft’s decision to make Office free on mobile for consumers. The big takeaway is that, if you look at Microsoft through the lens of business models, they are already two different companies: one consumer,Subscribe […]
Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broadSubscribe […]
Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
FiveThirtyEight and the End of Average
Just a few minutes ago, Nate Silver’s new FiveThirtyEight site launched. While it’s not known how much ESPN is paying Silver, it’s certainly a substantial amount, especially when you consider 20% of visitors to the New York Times stopped by Silver’s blog. Silver’s FiveThirtyEight is one of a growing number of personality-driven sites and blogs, […]