Zero-COVID and Free Speech

Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.

Disney Earnings, Disney and Linear TV, Disney+ Ads

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network