Business Models
-
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
-
Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
-
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
-
Working From Home with Kids, What About Pay TV?, An NBA Proposal
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
-
Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
-
An Interview with Matthew Ball About Disney and Bob Iger
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
-
The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.
-
Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank
Brandless is closing down, which is being spun into a commentary on Softbank. This is fair, but the bigger takeaway is about DTC broadly.
-
Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.