[FREE] Netflix Follow-Up, The Senate Tech Bill

More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.

Disney and Integrators Versus Aggregators

Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.

Never-Ending Niches

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

HBO Max, AT&T’s Challenges, The Streaming Battleground

AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.