MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset
The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.
Why Netflix Should Not Sell Ads, Elon Musk and Twitter
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.
Take-Two Acquires Zynga, The New York Times Buys The Athletic
Take-Two buys its way into mobile, and the New York Times re-bundles.
The Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.