A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
OpenAI opens up the GPT store, which is a clear Aggregator play. That raises the prospect of future advertising opportunities. Then,. Artifact shuts down: is the open web just too crappy?
Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.
An Interview with Michael Nathanson About a Tumultuous Year in Media
An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
The real estate industry is poised for major changes after a momentous court decision, and Zillow is poised to finally reach its potential as an Aggregator.
Amazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.