The Rise and Fall of ESPN’s Leverage

Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.

Hollywood on Strike

The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.

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.

Big Ten Blame

The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation

Integrated Apple and App Store Risk

WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.

App Store Arguments

There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that’s why the best solution can only come from Apple.