The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple’s rise, and Dithering.
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.
TV Advertising is down, as price increases finally overwhelm the decline in viewers. It’s important to note, though, that sports still matter. This is something the NBA may not completely understand.
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!