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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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.
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Sports and TV Follow-up, Intel Licenses ARM IP
First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Brexit and Tech; More on Musk, Tesla, and Solar City; The Allure of Live: Facebook and ESPN
Why Brexit would be bad for U.S. tech companies, Why Tesla May be Hurt Even if Solar City Isn’t Acquired, and the power of live for escapism and sports