Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
Non-Fungible Taylor Swift
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
Nonfungible Tokens, NBA Top Shot, The Creation of Consumption
NFTs are useful not simply because they are unique, but because they are an easy-to-understand way to understand the importance of blockchains.
An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.
A Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer
One more lesson from Dave Chappelle, this time about how the old order are all playing the same game. Apple seems to prefer that game, even if Facebook has helped them win at the new one.
Playing on Hard Mode
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson
Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson
Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Amazon One, How Amazon One Works, Good or Bad Idea?
Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?