Bookmarks (12)

Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Amazon's new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix

It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and CEO of Nvidia, is the exception that accentuates the takeaway. On the one hand, the theme of Huang’s keynote was the idea […]

If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the "The Current Thing" meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.

The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.

The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.