Bundling and Unbundling
-
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
-
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
-
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
-
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
-
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
-
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
-
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.
-
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.
-
An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
-
ESPN + NFL, NFL Strategy, Additional Disney Notes
The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.
-
The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.
-
iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
-
Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu