Advertising
The most important business model for consumers.
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The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
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Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
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Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
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Facebook has long had too much power, but Mark Zuckerberg’s expressed willingness to use said power for political ends means it’s time to consider countermeasures.
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Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
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Instacart IPO, Instacart Conflict, Arm’s IPO Pop
Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.
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Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.
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The Rise and Fall of ESPN’s Leverage
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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Disney Earnings, A Split Disney?, ESPN’s Advertising
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.
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Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike
Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases