Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith
An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.
An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
AT&T’s Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
Market-Making on the Internet
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.