Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
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 showed the power of differentiated IP and optionality.
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.