Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.| Stratechery by Ben Thompson
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.| Stratechery by Ben Thompson
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.| Stratechery by Ben Thompson