Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
YouTube TV, YouTube’s Motivation, The Media Companies’ Motivation
YouTube TV is yet another streaming service, but with a very powerful backer. What is YouTube’s motivation, and what is that of the media company’s — especially Disney?
Planet of the Apps, #DeleteUber, Amazon Earnings
“Planet of the Apps” is probably not nearly as big a deal as its being made out to be, why #DeleteUber was uniquely dangerous for Uber, and Amazon’s ongoing shift to being a service business.
Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks
AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks
Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates
A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.
Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
Follow-up, Snapchat Changes Publisher Monetization, The Return of the Bundle?
Follow-up to The IT Era and the Internet Revolution, then why Snapchat’s new paid-content model is such a great idea.