Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
An Interview with Kevin Systrom and Mike Krieger About Artifact
An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware
Microsoft’s AI event was impressive, while Google’s was a mess. That, though, might be a positive indicator in terms of Google’s willingness to respond to the threat it faces.
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization
The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Netflix’s New Chapter
Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
An Interview with Opendoor CEO Eric Wu about why the speed of the current slowdown caught Opendoor by surprise, acquiring customers for an infrequent transaction, and how the company will get a marketplace off of the ground.
An Interview With Replit Founder Amjad Masad
An interview with Amjad Masad, the co-founder and CEO of Replit about Replit’s long-term potential, Masad’s background growing up in Jordan and how that made him a fighter, whether Replit has a future in the enterprise, and coding with AI.
An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse