HBO Max, AT&T’s Challenges, The Streaming Battleground

AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.

Disney’s Bundle, Huawei’s HarmonyOS, Uber’s Earnings

Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.