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