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.
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.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
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.
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.
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
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.