My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.
Netflix and the Conservation of Attractive Profits
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
Evernote Seeking New CEO, E3 and the End of Exclusives, Playstation Vue’s “A La Carte” Offering
In a shocking — but perhaps not surprising — announcement Evernote CEO Phil Libin said the company would be seeking a new CEO. How well is Evernote doing, and will they ever become a private company?
E3 Day Zero was also yesterday, and while Sony in particular had some compelling announcements for an old guy like me, how sustainable is the current console business given the end of exclusives? Also, Sony’s Playstation Vue announcements sounds like a big deal, but they’re really not interesting at all.
Apple Watch, Platforms, and Ecosystems; AdBlock Plus Launches Android Browser; Spotify and the Power of Labels
This update expands on my Apple Watch review by discussing the differences between platforms and ecosystems and why that matters for the Watch’s long-term success. Then, a revisit of the ad-blocking debate, and a discussion of why labels are more powerful now than previously.
Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy
Today’s Daily Update is all about the media:
– ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured
– Not all content is created equally, which helps explain Spotify’s surprising decision to diversify
– Periscope presents a unique challenge to sports in particular
Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
Good morning, Over the weekend BuzzFeed reinstated the Dove article and editor-in-chief Ben Smith apologized internally. Smith reiterated that the post was not pulled because of pressure from advertisers, and from what I understand, Dove hasn’t advertised on BuzzFeed for over a year (and I wasn’t able to easily find other Unilever advertising). So perhapsSubscribe […]
Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
Good morning, I’m trying something new: a weekly wrap-up where I touch-on a few interesting stories that I didn’t have room to address more fully. But first a bit of a brain dump. On to the update: Am I Wrong About Cyanogen? I concluded yesterday’s newsletter by writing: The truth is that for normal consumersSubscribe […]
Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
Good morning, It’s rainy here, and apparently in California as well. It’s a miracle! Sounds like a great reason to curl up and read some tech analysis. On to the update: Chasing India’s Enthusiasts I always find it interesting which articles on Stratechery take off (hello BuzzFeed!), and which kind of slip under the radarSubscribe […]
Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance
Good morning, I know yesterday’s post was a bit long, but I hope useful. As for Twitter/Meerkat, I still plan on writing it, but probably around the time Periscope comes out. There’s nothing particularly timely about my take. On to the update: Sony Launches PlayStation Vue TV Service From The Verge: Sony’s attempt to competeSubscribe […]
The Changing — and Unchanging — Structure of TV
The way we get TV may be changing, but the importance and defensibility of great content will persist