The Cost of Apple News

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.

The BuzzFeed Lesson

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

Lessons From Spotify

Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.

The Aggregator Paradox

Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.

Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising

Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.

Facebook’s Motivations

The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.