An Interview With The New York Times Company CEO Meredith Kopit Levien

An Interview with The New York Times Company CEO Meredith Kopit Levien about her path to The New York Times Company, what it is like managing an entity where the most important product is out of your control, and a substantial dive into her thinking about bundles, recent acquisitions, and how The New York Times Company can transform from a skyscraper into a neighborhood.

Netflix Earnings, Microsoft and Netflix’s Ad Deal

Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner

Spotify, Netflix, and Aggregation

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

Disney Earnings, Disney and Linear TV, Disney+ Ads

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.