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.

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.

The Local News Business Model

Subscriptions are the future of local news: the key, though, is getting rid of newspapers.

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.