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James Cakmak

James Cakmak

Entrepreneur | Tech Analyst

Long-time security analyst. Co-Founder @snailzapp NYC’s go-to platform for nail salon bookings. Contributing Editor @techonomy writing about all things tech. Find me on Twitter @JamesCakmak

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  • The challenge is that no matter how much you consolidate the market, you’re battling against zero distribution costs for competing content thanks to the internet. Legacy media’s strength came from controlling distribution. As the sources and access points for content expand, the primary differentiating factors in facilitating any semblance of sustainability will come down to two things: 1) being able to establish direct monetization (subscription) with the consumer, thereby removing incentives for

    The challenge is that no matter how much you consolidate the market, you’re battling against zero distribution costs for competing content thanks to the internet. Legacy media’s strength came from controlling distribution. As the sources and access points for content expand, the primary differentiating factors in facilitating any semblance of sustainability will come down to two things: 1) being able to establish direct monetization (subscription) with the consumer, thereby removing incentives for ad-fueled hyperbole and 2) most importantly, unequivocal consumer trust in the truth and quality of that content.

  • This is what happens when there are no checks and balances due to dual-class share structures affording disproportionate voting power to founders. Who is the board accountable to, investors or the ceo?

  • The challenge here is that the EU antitrust law doesn’t care about the consumer, it only cares about protecting competing businesses. And protecting competition doesn’t necessarily result in consumers benefiting, and often times it doesn’t.

  • It’s not certain TikTok can dethrone YouTube, but the takeaway should be around the tech giants more broadly. There is so much talk about their dominance and concerns over that matter, but the moral is just because you may not necessarily see the disruptor/innovator, it doesn’t mean there isn’t one right around the corner. Bezos talks about how Amazon’s days are numbered and that’s the right way to approach the market. No matter how big a company is, another one that helps users save time/money can

    It’s not certain TikTok can dethrone YouTube, but the takeaway should be around the tech giants more broadly. There is so much talk about their dominance and concerns over that matter, but the moral is just because you may not necessarily see the disruptor/innovator, it doesn’t mean there isn’t one right around the corner. Bezos talks about how Amazon’s days are numbered and that’s the right way to approach the market. No matter how big a company is, another one that helps users save time/money can emerge, especially if the incumbents are home to fat margins.

  • This should blow over. Prime Day is too important. But Amazon needs to maintain sincerity in its messaging about wages as the pay raises from late last year came at the expense of stock options and ability for workers to benefit from share appreciation. More money now less money later.

  • Legacy studios will soon have to start following Netflix’s lead by making content creators much more cost conscious or learn the hard way. Doubling down on what’s worked before (big budget) should increasingly prove unsustainable in terms of return structures relative to newer content formats. Think about this. Why is Netflix investing in original game shows?

  • Rhetoric like this can backfire because it simply adds more validity to Libra. If you think about banks, their entire purpose is to move money from one party to another and take a cut. It’s that cut that’s at risk as crypto can reduce transaction costs to zero. If anything, it’s fueling Libra’s potential as an alternative currency, since it is backed by something explicit (government bonds), unlike the dollar which is simply a fiat currency based on implicit trust.

  • Interesting that he notes “serious concerns” about Facebook’s crypto efforts. Libra serves as a potentially viable threat against the dollar. Those kind of remakes gives Libra more credibility as an alternative currency.

  • As great as HBO is there are lingering concerns about an aging subscriber base, especially with the ending of game of thrones. Looking at new show development like Euphoria illustrates this. Widening the content scope with reruns and new branding is a bandaid solution to the challenge of adapting to changing consumption patterns and new content formats. Their new org structure and exit of top brass who helped make HBO what it is today is also doesn’t instill confidence. The question is what is HBO

    As great as HBO is there are lingering concerns about an aging subscriber base, especially with the ending of game of thrones. Looking at new show development like Euphoria illustrates this. Widening the content scope with reruns and new branding is a bandaid solution to the challenge of adapting to changing consumption patterns and new content formats. Their new org structure and exit of top brass who helped make HBO what it is today is also doesn’t instill confidence. The question is what is HBO doing to maintain its appeal to content creators as the go-to platform of choice?

  • Wouldn’t be surprised to see more service oriented businesses adopt customer ratings as well. Targeting based on such ratings can open up new forms of marketing.

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