Adele Won’t Stream 25, Windowing Versus Piracy

Adele won’t stream her new album, and I think that makes a ton of sense. Monetizing IP might be hard, but I don’t think it’s necessarily hostile to your fans. Plus, what really ended piracy and what will be the biggest conflict in IP-related industries in the future.

Selling Feelings

Distribution being free may have ruined old business models, but it allows businesses to get much closer to their customers and make money by meeting needs.

Why ESPN Was Justified in Killing Grantland, Did ESPN Overpay for Sports Rights?, Disney Earnings

I’ve spent time on Grantland’s potential, but did ESPN really make a mistake by not taking advantage? I say no — the mistake was Grantland’s. Still, has ESPN stretched itself too thin, or might there be a method to their seeming madness when it comes to sports fees? Disney’s earnings — particularly CEO Bob Iger’s comments — suggest the latter.

Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming

Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?

Android > Chrome, LinkedIn’s Business Model Beats

Android is reportedly going to subsume Chrome OS; I’m bummed but it’s probably the right decision (and no, that doesn’t mean iOS and OS X will merge). Plus, LinkedIn had another strong quarter, and their smart business model deserves the credit. Is there a lesson for Twitter and other consumer companies?

Twitter Follow-up, Nintendo’s Conundrum

Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

Stop Doubting the iPhone, The Macintosh Company

There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.