Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?