Industries
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Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
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Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
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ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
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.
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Non-Fungible Taylor Swift
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art.
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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.
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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.
