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Latest Podcast

Concepts

Media

  • The IT Era and the Internet Revolution

    The history of technology is of two distinct eras: information technology enhanced existing business. The Internet revolution is destroying them.

  • Netflix Earnings, The Apple Car Reset

    Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.

  • How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric

    The botched rollout of the Wall Street Journal’s Snap Spectacles story shows how media companies have to be more disciplined in their approach. Plus, why there’s no way Facebook screwed up its metrics on purpose.

  • What the Media Misses About Facebook, Facebook’s Missing Humans, Will the iPhone 7 Be a Hit?

    More on Facebook versus the media: the latter needs to understand that Facebook isn’t the enemy, and the former needs to understand that humans matter. Plus, are iPhone 7 sales better-than-expected?

  • Facebook Versus the Media

    Facebook is in trouble with the media again, guilty of stupidity by apathy. Still, the media itself hasn’t exactly caught up with the reality of the Internet.

  • BuzzFeed Reorganizes, WhatsApp Eases Privacy Rules

    BuzzFeed reorganizes and thus reemphasizes their new business model. Unfortunately, it’s a business model that doesn’t necessarily need news. Then, WhatsApp predictably eases their privacy policy, their CEO’s previous declarations notwithstanding.

  • Sports and TV Follow-up, Intel Licenses ARM IP

    First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.

  • The Sports Linchpin

    Ratings are down for the Olympics, which could be bad news not only for TV but industries everywhere.

  • Apple Earnings, Apple Car Updates, Apple TV and Leverage

    Apple’s earnings were better than expected but the growth challenge remains; might it come from the Apple Car? The Apple TV’s challenges are instructive in that regard.

  • Netflix Earnings, Netflix and the Aggregation Dream

    Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.