Subscriptions
-
SpaceX Reuses a Rocket; The Music Industry: Winning and Whining; Spotify, Universal Agree to New Deal
SpaceX reused a rocket for the first time: it’s an incredible accomplishment. Then, the record labels are winning but can’t stop whining; their short-sightedness is exemplified by the newest deal with Spotify.
-
Medium Membership, Medium Content, The Medium Newspaper
Ev Williams premise that media is broken is correct. It’s broken, though, because of the business model, which means another bad business model isn’t the solution.
-
YouTube TV, YouTube’s Motivation, The Media Companies’ Motivation
YouTube TV is yet another streaming service, but with a very powerful backer. What is YouTube’s motivation, and what is that of the media company’s — especially Disney?
-
The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
-
Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
-
Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
-
Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
-
Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
-
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
-
Apple Makes Major Changes to App Store, The App Store and Apple’s Nature, Additional Notes
Apple made major changes to the App Store; in this double Daily Article I explain why they’re a big deal but not yet perfect, and how that demonstrates the difficulty of change.