Video
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Spotify and Podcasts Follow-up, Apple and Podcasts, Luminary and Himalaya
More on podcasts, including why I’m cautiously optimistic, plus Apple’s missed opportunity, and why I’m skeptical of startups in the space.
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Netflix Flexes
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
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More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
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AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.
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Amazon’s Reported RSN Bid, The Future of Sports Rights, Apple in the Supreme Court
Amazon probably isn’t buying 22 RSNs; sports rights don’t really make sense for streaming services. Then, Apple is in the Supreme Court in a case that is hugely important for the entire tech industry.
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Amazon “HQ2” Choice, Disney Earnings, Disney’s Hulu Plan
Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.
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Qualcomm Loses Preliminary Judgment; Qualcomm Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
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Netflix Earnings, Netflix’s Marketing Choice, Additional Notes on Netflix
Netflix’s earnings had both good news (subscribers) and bad news (spend); the latter might signal a positive shift in how the company acquires customers. Plus, how Netflix is integrating.