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.

Why ESPN Was Justified in Killing Grantland, Did ESPN Overpay for Sports Rights?, Disney’s Earnings

I’ve spent time on Grantland’s potential, but did ESPN really make a mistake by not taking advantage? I say no — the mistake was Grantland’s. Still, has ESPN stretched itself too thin, or might there be a method to their seeming madness when it comes to sports fees? Disney’s earnings — particularly CEO Bob Iger’s comments — suggest the latter.

Popping the Publishing Bubble

For years publishers haven’t had to worry about business models: they just captured attention and watched the money come in. Those days, though, are over: the publications that survive will start with business models and build journalism around it.

Tidal and the Future of Music

Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow

Publishers and the Smiling Curve

Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.

Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music

Good morning, I wrote a piece on Stratechery called Smartphone Truths and Samsung’s Inevitable Decline. While it is mostly about why Samsung’s disappointing results shouldn’t be a surprise, there are also several points that cover why Apple is not doomed, but Microsoft and Amazon are. Today’s theme is supply-and-demand, and we unsurprisingly start with Uber […]