Subscriptions
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Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
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Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
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Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
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Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
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Sovereign Writers and Substack
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
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More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued
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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?