Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
Facebook’s Motivations
The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision
AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.
LaVar Ball and Deciding Viewers; The Logan Paul Controversy; Spectre and Philosophy, Redux
The latest controversy in the basketball world illustrates how the destruction of media business models has far-ranging effects. Then, the Logan Paul controversy, and why the way forward depends on getting core assumptions right.
Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Disney and Fox
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon
Society collectively decides what is wrong through laws: that’s a useful bright line for platforms. Then, YouTube is demonstrating its market power, and Google and Amazon are acting like monopolies.
The Pollyannish Assumption
Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.
Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.