Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
An Interview with BuzzFeed CEO Jonah Peretti
An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.
The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Twitter, Responsibility, and Accountability
Twitter went too far last week for reasons that go back to 2016 and the unfair blaming of tech for media’s mistakes.
More Facebook Leaks, The Problem With Groups, The Substack Moment
More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Never-Ending Niches
The Internet changed how media competes to focus and quality, but quality is defined by your niche.