AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks
Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
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
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.
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.
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.
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.
SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits
SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.