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.

Warner Bros. Discovery and the NBA, The Zaslav Doctrine

Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.

An Interview with Eugene Wei About Streaming and Social Media

An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.

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.

The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.

Instagram, TikTok, and the Three Trends

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.