Bundling and Unbundling

Jim Barksdale famously said that the only way to make money is bundling and unbundling. The Internet is driving both.

2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of Zenimax.

Disney and the Future of TV

A precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.

The Great Unbundling

It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.

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