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.
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.
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.
Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.
Meta Earnings, AI in Meta’s Business, Reality Labs Reality
Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
Microsoft Earnings, Google Earnings, Snap Earnings
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
X, Musk’s Motivation, Beats and Big Tech
Twitter has a new name, and it’s past time to wonder why any of us should care.
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
Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints
Reddit is facing a revolt, which is in part due to an issue with 3rd-party app developers, but ultimately an issue downstream from Reddit’s reliance on unpaid workers.
An Interview with DNVR Co-Founder Adam Mares About Building Local Internet Businesses
An interview with DNVR founder Adam Mares about building an Internet publishing company with roots in the real world, based on local differentiation, and scaling it across the company.