Bookmarks (10)

Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology's end state: politics will play an important role.

The Big Ten's recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.

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.