An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
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 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.
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
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.
Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Meta’s earnings, reason for optimism, and the company’s changing moats
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.