Business Models
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Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
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An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.