Subscriptions
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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OpenAI API Updates, Steelmanning the API Business, The Problem With Both
OpenAI has compelling new updates to their API that should be good for the API business; is that good for OpenAI?
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Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage
More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power.
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Spotify Earnings, Spotify’s Video Plans, Spotify’s Ad Business
Spotify’s earnings and video podcast announcements highlight the threat the company feels from YouTube. Plus, the company’s late shift to programmatic ads explains its podcast motivations.
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Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.