Good morning, After a relatively slow week, lots of stuff happened this weekend, so let’s get to it: AT&T to Buy DirecTV Lots of folks are comparing this proposed deal to the Comcast-Time Warner merger, but I think it’s much more benign, both from an explanatory perspective as well as an impact one. One ofSubscribe […]
Apple and Beats, Box adds GE, Comcast Entering Online Ads
Hi all, Keep an eye out today for the Week in Daily Updates, especially if you would like to encourage others to subscribe (please do!). In addition, as I note below, I’ll almost certainly write something about Apple and Beats. Speaking of: Apple Reportedly Buying Beats The Financial Times had the scoop: Apple is closingSubscribe […]
Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
Good morning, It seems that Mailbox on iOS does not display the mobile version of these emails, but Mail.app does. I’ve reached out to both Mailchimp and Mailbox to see what is the best way forward; in the meantime, it may be easiest to view this on the web page. I apologize for the trouble.Subscribe […]
Black Box Strategy
With the announcement of the Amazon Fire TV and the leak of the alleged Android TV, all of the major players have (or soon will have) a TV offering. There’s been a lot of talk about how similar the products are, but those similarities are for good reason; what is more interesting to me are […]
Understanding Google
The surest route to befuddlement in the tech industry is comparing a vertical player, like Apple, with a horizontal one, like Google. Vertical players typically monetize through hardware, only serve a subset of users, and any services they provide are exclusive to their devices. Horizontal players, on the other hand, monetize through subscriptions or ads, […]
The Jobs TV Does
This is Part 3 of a three-part series on what changes, if any, may be coming to TV TV, as I have recounted in the last two articles, is as firmly entrenched as an incumbent can be. The idea that you can cut the cord and simply watch the shows you currently want to watch […]
Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
The Cord-Cutting Fantasy
Predictably, television was one of the first topics Tim Cook was asked about at yesterday’s interview at AllThingsD. This followed the rumors of Yahoo acquiring Hulu, and Microsoft’s entertainment-centric Xbox One launch last week. It’s all about TV and the imminent age of cord-cutting. On this the blogosphere is certain. Except for one little problem: […]