Netflix Earnings; Netflix and Gaming; Models, Not Mediums

Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.

Instagram’s Evolution

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.

Distribution and Demand

Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.