Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
Twitter’s Analyst Day, The Interest Graph, Super Follows
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued
More on Spotify via interviews with Daniel Ek; then, Facebook and the Australian government come to an agreement that still entails paying off publishers.
Clubhouse’s Inevitability
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
Publishing is Back to the Future
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
Twitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.