Media and Subscriptions
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Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
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The Athletic Expands, An Interview With ‘The Athletic’ CEO Alex Mather
The Athletic is trying to build a bundle around sports and subscription-based content, as CEO Alex Mather explains in an interview with Stratechery
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Publishers and the Pursuit of the Past
The newspaper industry is seeking an antitrust provision to negotiate for a return to a world that is gone and never coming back; worse, it is an approach that could ruin publishing’s true future.
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The Local News Business Model
Subscriptions are the future of local news: the key, though, is getting rid of newspapers.
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Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
Wikitribune is betting on scale in a way that most news organizations can’t comprehend. Then, Apple is keeping more of the pie for itself, and Netflix is getting loose with definitions.
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SpaceX Reuses a Rocket; The Music Industry: Winning and Whining; Spotify, Universal Agree to New Deal
SpaceX reused a rocket for the first time: it’s an incredible accomplishment. Then, the record labels are winning but can’t stop whining; their short-sightedness is exemplified by the newest deal with Spotify.
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Medium Membership, Medium Content, The Medium Newspaper
Ev Williams premise that media is broken is correct. It’s broken, though, because of the business model, which means another bad business model isn’t the solution.
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YouTube TV, YouTube’s Motivation, The Media Companies’ Motivation
YouTube TV is yet another streaming service, but with a very powerful backer. What is YouTube’s motivation, and what is that of the media company’s — especially Disney?
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The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.