HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority
Microsoft, Slack, Zoom, and the SaaS Opportunity
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
Uber Questions Follow-up, Luminary Launches, Luminary’s Broken Rung
More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!
Disney and the Future of TV
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
Changes at HBO, AT&T’s Strategic Rationale, HBO’s Differentiation
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
The Cost of Apple News
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
The BuzzFeed Lesson
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
China Blocks Bing; Tencent, China, and Apple; Atlassian’s Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.