Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Just because Tesla is achieving an Apple-like brand doesn’t mean they will have Apple’s success: the hard part starts now. Plus, why SuperChargers are a big deal. Then, Medium for Publishers is Medium’s play to own the long tail of publishing, and it’s very exciting in what it enables.
The FBI has successfully unlocked the San Bernardino iPhone. Now the question is if they will say how. Still, I think this debate will now go away for quite a while. Then, Sony is making a new PS4 which makes sense given the changing market, even though it’s risky.
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
Amazon and The New York Times had a fascinating exchange this week, on Medium of all places. What that exchange represents — the search for truth, now open to anyone — is far more important than the particular article in question.
A bit of follow-up on yesterday’s post Popping the Publishing Bubble, and why Medium is potentially trying to replicate Stripe’s strategy. Plus, the key decision-maker when it comes to ad-blocking is Facebook, and it’s not at all clear what they will do. Finally, an experiment from Jeff Bezos with the Washington Post and Amazon Prime.
LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works.
Plus, meetup information for Chicago, New York, and Madison
Today’s Daily Update is all about the media:
– ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured
– Not all content is created equally, which helps explain Spotify’s surprising decision to diversify
– Periscope presents a unique challenge to sports in particular
Blogs may not be the only means of expression on line, but they are a more viable as a business for writers focused on niches than ever before.
Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.