Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Disney’s investor day showed the power of differentiated IP and optionality.
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Twitter went too far last week for reasons that go back to 2016 and the unfair blaming of tech for media’s mistakes.
More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
The Internet changed how media competes to focus and quality, but quality is defined by your niche.
Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech.