Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Take-Two buys its way into mobile, and the New York Times re-bundles.
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.