Apple, services and moats
Phones are boring now, so how does Apple use accessories and services to expand and defend the iPhone business? And does TV matter at all?
Read MoreNetflix is not a tech company
Like Sky before it, Netflix is a television company using tech as a crowbar for market entry. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions. The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially D2C - what are the questions that matter?
Read MoreContent isn't king
People in tech and media have been saying that ‘content is king’ for a long time - perhaps since the VHS/Betamax battle of the early 1980s, and perhaps longer. Content and access to content was a strategic lever for technology. I’m not sure how much this is still true. Music and books don’t matter much to tech anymore, and TV probably won’t matter much either.
Read MoreTV, mobile and the living room
The tech industry spent decades trying to get to the TV, but now that it's finally happening, it turns out not to matter much.
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