Subscriptions
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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.
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Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
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Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
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Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
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Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
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Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run
Lessons from Spotify’s recent controversy, both for other tech executives, and also for the Spotify’s long run profitability.