Business Models
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Disney’s Choice
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
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Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.
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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.
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Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
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The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
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Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.
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Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
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The Athletic Expands, An Interview With ‘The Athletic’ CEO Alex Mather
The Athletic is trying to build a bundle around sports and subscription-based content, as CEO Alex Mather explains in an interview with Stratechery