Video
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Facebook and Twitter to Stream Conventions; ESPN Going Over-the-top, Kind-of
The different approaches Facebook and Twitter are taking to the political conventions get at the differences between the two platforms; then, ESPN continues to experiment with going over-the-top
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Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
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Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
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Brexit and Tech; More on Musk, Tesla, and Solar City; The Allure of Live: Facebook and ESPN
Why Brexit would be bad for U.S. tech companies, Why Tesla May be Hurt Even if Solar City Isn’t Acquired, and the power of live for escapism and sports
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TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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Jeff Bezos at the Code Conference, Recent Amazon News
Jeff Bezos gave a great interview at the Code Conference, and while the whole thing is worth watching, I wanted to highlight a few items that touched on Stratechery topics. Plus, three recent Amazon stories that show how the company is winning.
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Defending Facebook, Amazon Video Direct
The actual details of the Facebook Trending News scandal probably don’t warrant the outrage; what is more interesting is how Facebook found itself in hot water. Then, Amazon Video Direct is very interesting, but not because it’s going to be a YouTube competitor anytime soon.
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Twitter to Stream NFL Thursday Night Games, About That Gmail April Fool’s Joke
First, a deep dive into Twitter’s deal with the NFL and why it’s not about the money. Then, why Gmail’s failed April Fool’s joke was so outrageous and worrying.
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Follow-up, Snapchat’s Deal with Viacom, Verizon Exploring Yahoo Purchase, Disney
Follow-up on The Reality of Missing Out, including why I’m worried about Pinterest. Than, why I’m a bit wary of Snapchat’s deal with Viacom, but a believer in the idea of Verizon buying Yahoo. Finally, a reiteration of my Disney optimism.