Product Management
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Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
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The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition
The Phoenix Suns are skipping RSN’s and broadcasting games over the air; this is the smartest thing an NBA team has done since the Internet came around.
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An Interview with Replika Founder and CEO Eugenia Kuyda
An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.
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Lyft’s Founders Exit, Uber Driver Improvements, Wrong About Aggregation
Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
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Nvidia GTC, DGX Cloud, Nvidia’s Partners
The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia
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An Interview with The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.