Product Management
-
CHIPS Act; America, China, and Intel; Micron and TSMC
The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.
-
Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
-
An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
-
Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
-
An Interview With Babylist Founder and CEO Natalie Gordon
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
-
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.
-
Warner Bros. Discovery
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
-
Disney Earnings, Disney and Linear TV, Disney+ Ads
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.