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  • Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN

    The Amazon story continues, and it is striking how there is zero common ground between people who work in tech and the journalists who cover it. Will this mark a shift in the relationship? Plus, what HBO’s Sesame Street deal, Amazon’s Top Gear deal, and NBC’s Premier League deal say about the future of streaming.

  • Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game

    My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.

  • Netflix and the Conservation of Attractive Profits

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption

  • Summer Update, Slack Strong, The Dropbox Cautionary Tale

    Slack has more numbers out, and while from a certain perspective the company still seems small, a step back reveals just how significant the opportunity is. Still, nothing is guaranteed, and Dropbox happens to offer a very useful cautionary tale.

  • Taylor Swift v Apple

    Eddy Cue is dancing again, but this time it’s figuratively and the tune is provided by Taylor Swift. Seventeen hours after Swift decried Apple’s plan to not compensate artists for songs played during the Apple Music demo period Apple changed course. What can be learned, and what does this say about Apple Music — and about…

  • Apple Music and Apple’s Focus

    Apple Music was a muddled mess, which raised the question of why it exists in the first place. Is it important anymore? More importantly, is Apple having trouble remembering how to focus?

  • Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker

    Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.

  • Vox Acquires Recode; Stars, Money, and Reach; The Apple Car and Jony Ive

    Recode has sold to Vox, and while everyone involved is putting a happy face on the matter, it seems highly likely that Recode failed as a business. Understanding how content businesses work show where they went wrong, but what does that mean for someone like Bill Simmons? Also, Jeff Williams spoke at Recode, and he just…

  • Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising

    Two seemingly unrelated stores — Verizon buying AOL. and Facebook offering publishers the option of Instant Articles — are actually very much connected: advertising online is undergoing a fundamental shift, and while there will be a few big winners, there will be a lot more losers.

  • It’s Not 1999

    The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a […]