Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
More details are out about Amazon’s site selections, including a 3rd city. Then, two new sites have paywalls, but the paywalls are different in important ways. Plus, why I think “subscription fatigue” both is and isn’t a thing.