It’s All About Content

The NYT reported last week that Amazon had recruited Louis CK, Sacha Baron Cohen, and other comedians to produce a raft of new shows for Amazon’s Prime Video service. It’s clear that Amazon – like its video competitors Netflix and Hulu – is doubling down on its investment in content production, especially after Transparent took home … Continue reading It’s All About Content

Who Would Buy Yahoo?

After I wrote my post about Tumblr’s hidden value the other day, Ben Schenker and I got into a conversation about if Yahoo! might present an appealing takeover target, similar to Verizon’s acquisition of erstwhile internet behemoth AOL. It’s hard to imagine, but AOL also seemed equally improbable. Despite its somewhat dated brand image, it’s still … Continue reading Who Would Buy Yahoo?

Tumblin’ Dice

There’s been some hubbub lately about the potential tax implications of Yahoo’s planned spinoff of its 15% stake in Chinese ecommerce giant Alibaba. Those shares, worth about $25 billion, would account for the lion’s share of Yahoo’s $29 billion market cap at close of trading on Monday. This math got me thinking about Yahoo’s other big acquisition … Continue reading Tumblin’ Dice

Android Watch on iOS

The Google Blog announced the other day that upcoming Android Wear watches will work with newer iPhones. I’d been curious whether or not Google (and its OEM partners) would go down this path. In general, iPhone owners enjoy the same Google apps that their Android counterparts use. However, given Google’s stabs into integrated hardware – Nexus … Continue reading Android Watch on iOS