In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
The situation in the U.S., particularly in the Seattle area, is likely worse than it appears; Microsoft and Amazon should take action. Then, the U.S. needs to rely on the private sector, and publishers need to remember why people pay.
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
The Athletic has 500,000 subscribers and continues to pursue growth over profitability. It’s an approach that makes sense, and the demise of local bundles helps explain why.
An interview with Substack Co-Founders Christopher Best and Hamish McKenzie, who recently raised a Series A to enable newsletters from Andreessen Horowitz.