Should cable companies build smart TVs? (or, how do cable companies avoid the fate of telcos?)

First, there was Ma Bell. Then, deregulation of the phone company happened in the U.S. and phone calls went from being very expensive to very cheap (my dad ran a small business in the 1980s, and telephone bills could often be thousands of dollars — in 1980s dollars!). Then came the Internet, and ISPs (think … Continue reading “Should cable companies build smart TVs? (or, how do cable companies avoid the fate of telcos?)”

Apple is building a search engine?

The whole business-news world was awash with speculation this week that Apple is building its own search engine (The Telegraph ($/2), Financial Times ($), Forbes, Forbes again, c|net, etc…). These sites all point out that Google is under anti-trust scrutiny, and part of that is the purported $8–12 billion that Google pays Apple to be the default search engine on Apple devices; and … Continue reading “Apple is building a search engine?”

Pan-European Cloud

Remember way back in February — before even COVID — when I wrote about this weird ideathe EU had about a “single data market”? Well, of all the possible ways they could have pursued this, it looks like they picked the dumbest of the dumb. Here are some tidbits. The Internal Market Commissioner for the EU, … Continue reading “Pan-European Cloud”

NBC reorgs cable networks, or, where is the value in entertainment?

Cable providers, fresh off their media company acquisitions, are getting hit hard by COVID — advertising revenue is way down, and cord-cutting has joined the long list of transitions that were already happening but got accelerated by the pandemic. But just because a trend is accelerating, doesn’t mean that the incumbents have any idea what … Continue reading “NBC reorgs cable networks, or, where is the value in entertainment?”