The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
Netflix Goes Global, iPhone Worry
Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.
Apple Drops Planned Live TV Service, YouTube’s Top Ten Videos of 2015, Apple and the NFL?
Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?
YouTube Red, Yahoo Stumbles
YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.
Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.
Ballmer’s Bad Bundle Economics, Netflix Loses Epix Movie Deal
The Daily Update is back with a renewed focus on streaming, bundling, and over-the-top offerings. First up is an analysis of Steve Ballmer’s rumored plans to launch an over-the-top network for Clippers games, and more broadly, a discussion about why bundling works. Then, Netflix loses movies, but it’s the content companies that are losing more from a lack of alignment.
ESPN Follow-up, BAM Tech and Bundle Logic, No Apple MVNO and the Apple TV
A follow-up to my piece on ESPN
Netflix and the Conservation of Attractive Profits
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance
Good morning, I know yesterday’s post was a bit long, but I hope useful. As for Twitter/Meerkat, I still plan on writing it, but probably around the time Periscope comes out. There’s nothing particularly timely about my take. On to the update: Sony Launches PlayStation Vue TV Service From The Verge: Sony’s attempt to competeSubscribe […]
Daily Update: Why Bill Gurley is Wrong About Facebook, YouTube’s Competition
Good morning, Over the weekend, Twitter cut off Meerkat’s access to their social graph. I plan on writing about this decision in the context of Twitter’s broader challenges tomorrow. On to the update: Why Bill Gurley is Wrong About Facebook I write the title of this section with extreme trepidation; like most, I have aSubscribe […]