More on Amazon’s “HQ2”, Two New Paywalls, Subscription Fatigue?

More details are out about Amazon’s site selections, including a 3rd city. Then, two new sites have paywalls, but the paywalls are different in important ways. Plus, why I think “subscription fatigue” both is and isn’t a thing.

Could Spotify Be Netflix?, Calculating Spotify’s LTV and CAC

Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.

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.

Goodbye Gatekeepers

Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.