What we talk about when we talk about GAFA

Google, Apple, Facebook , and Amazon: GAFA.  One or more of these companies likely plays a part in any given day of  your life.  Conversation topics and debate inspired by their power and pervasiveness includes: Financial Dominance Silicon Valley Tech Dominance American Influence…

Hampton Creek Can Use a Paddle

Update:  On Sept. 22, 2016, Bloomberg posted a longer, more damning follow up story: How Hampton Creek Sold Silicon Valley on a Fake-Mayo Miracle  How do you know if someone is a vegan?  Don’t worry, they’ll tell you.   There…

Planet Money: Brexit and its Implications Explained

If you are still wondering how Brexit happened, where we may go from here, or even exactly what it is , this Planet Money podcast on Brexit is for you.  The Planet Money team highlights the key issues through a morning-after interview with English…

Podcast Mondays:  "Nature Boy":  The Story of Eden Ahbez

Today’s recommendation is from KCRWs Unfictional podcast.  “Nature Boy,” posted in April 2015, is an episode that has stayed with me like the haunting and beautiful melody written by its subject, Eden Ahbez. Unfictional describes the episode as  “the story of…

Podcast Mondays:  "KCRW's The Business" talks to Louis C.K.

I listen to an eclectic mix of podcasts – from business, to entertainment, to sports, to culture, science, and politics.  When I hear a great episode, I will recommend it on a Monday.  Catchy, huh? This week’s recommended episode is from KCRW’s…

Amazon Wins the Media/Tech Earnings Week

A pack of media and tech companies announced first quarter earnings this week.The group included Apple, Twitter, Facebook, Amazon, LinkedIn, Comcast, and Time Warner Cable. The big winner was Amazon which blew out its quarter and partied like it was 1999 by…

Media and Tech Earnings on Tap

This is a big week for media and tech quarterly earnings.  Upcoming: Tuesday April 26:  Apple, Twitter Wednesday April 27:  Facebook, Comcast Thursday April 28: LinkedIn, Amazon, Time Warner Cable Along with revenue and earnings we’ll get data and details that further…

Viacom's Dish Dispute Reveals Cable Economics and the Market's View on Leverage

Viacom is in a carriage dispute with Dish.  While these disputes are common, they are more charged than ever, and more likely to reveal and create ever larger cracks in the TV ecosystem. Update 4/25 – Viacom and Dish settled within…

Disruption Revisited: Unicorns, the Abundance of Capital, and Much More

A couple of months back I posted It’s Time to Disrupt the Word Disruption summarizing a Harvard Business Review article from Clayton Christensen, et al. In HBR, the father of Disruption Theory evaluates his work 20 years on.  He makes important points about its application, the need…