Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.
A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
More on podcasts, including why I’m cautiously optimistic, plus Apple’s missed opportunity, and why I’m skeptical of startups in the space.
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.