An interview with DNVR founder Adam Mares about building an Internet publishing company with roots in the real world, based on local differentiation, and scaling it across the company.
An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s recent fines on Meta.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
The Unified Content Business Model
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads
Netflix’s earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different.
AI, NIL, and Zero Trust Authenticity
AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity
Substack Notes, Twitter Blocks Substack, Substack Versus Writers
Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
An Interview with The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.