Bundling and Unbundling
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Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
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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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Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
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The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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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.
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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.
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Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
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Disney Follow-up, The Re-Bundlers, Medium Claps
Disney is approaching streaming from a different place than its competitors, and the Conservation of Attractive Profits explains why its past success works against it.
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Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
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The Local News Business Model
Subscriptions are the future of local news: the key, though, is getting rid of newspapers.
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ESPN’s Cuts, ESPN’s History, ESPN: From Franchise to Business
ESPN’s cuts are not a surprise if you understand how ESPN has made money in the past, and where it must go in the future
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Twitter Loses NFL Streaming, Amazon Adds NFL Streaming, Apple and the Mac Pro
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
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Medium and Bundle Economics, Text vs Music vs Video, Another Uber Scandal
More on Medium: the company is trying to sell a bundle, but there are no bundle economics in its favor. Then, Uber has another scandal, with a familiar person at the center.
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Ben @ Code Media on The Great Unbundling
A video of Ben presenting at Code Media.
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The Great Unbundling
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.




