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.
Regulating Demand, Ad Targeting and Unintended Consequences, Expedia CEO Out
Google’s continued dominance may not be intransigence, but rather the difficulty of regulating demand. Then, how Apple helps Google and Facebook, and Barry Diller isn’t blaming Google.
A Framework for Regulating Competition on the Internet
Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.
PayPal Acquires Honey, What Honey Is, PayPal’s Play
PayPal bought Honey, which is best known as a browser extension. What does this mean for both end users and merchants, and which is more important?
Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
The Google Squeeze Follow-up, Disney+ Launch, Instagram Influencer Follow-Up
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
Microsoft Ignite, Azure Arc, Additional Insight Announcements
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
Tech and Liberty Follow-up, Facebook Earnings, Additional Notes on Facebook Earnings
Making principled stands should not mean absolutism: Facebook should seek to ameliorate its trade-offs. Then, Facebook’s earnings continue to show higher costs, plus where Zuckerberg is right and wrong in defending the Instagram acquisition.
HBO Max, AT&T’s Challenges, The Streaming Battleground
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.