Business Models
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Take-Two Acquires Zynga, The New York Times Buys The Athletic
Take-Two buys its way into mobile, and the New York Times re-bundles.
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The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
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Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
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The Amazon Empire Strikes Back
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
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Stratechery and Thanksgiving
An update on Stratechery and why I’m particularly thankful this Thanksgiving.