I’m a big fan of Reed Hastings. Not just of his vision, but his honesty as well.   Reed posted his strategy deck on Slideshare.com . While we agree and disagree on a few items here and there, he does a great job identifying the risks created by Cable/satellite/telco (CST) .  The key quote on this…

Google TV is going to be very interesting. It is far  from a certainty that it will be more than Apple TV in terms of consumer sales.   From a first glance the Marketplace is the most important and interesting element of the announcement.  As a development platform, Android creates the potential for untold  unique…

if you are in the media enough, you recognize that the media lives for the next headline. Facebook Privacy ? What a great headline.  We all care about privacy, right ? Wrong.  Privacy is a boogie man for the media to play with. Unless you are in the internet business in some manner, where discussing…

My last two posts were designed to stimulate discussion.  But lets talk the real problem that regulators, public companies, investor/shareholders and traders face.  The problem is that Wall Street doesn’t know what business it is in. Regulators don’t know what the business of Wall Street is. Investor/shareholders don’t know what business Wall Street is in….

lets reflect for a moment on the subprime mortgage meltdown.  Why did all those banks give loans to anyone with a pulse and why did institutions buy those loans ? Because the spreadsheets told them it was ok.  Their models included “no way it will get this bad” default rates. Which was great, until it…

Today was a brutal day on Wall Street. Through no fault of investors. Today was brutal because of traders and financial engineers who trade on every piece of data . Those that work from quantitative formulas that drive trades based on data input. Not a single one of them acts like a shareholder. And that…

Net Neutrality. At it’s most basic, its the principle that all internet content sources and applications have equal access to the internet, and to all internet subscribers, including you.  And that no internet provider can price access to the internet to give one source or application over another. The internet has been a free for…

Before I get into the topic at hand, I want to first commend Google and Youtube. Just read the article “Are Live Sports the Next Frontier for Youtube?”  Dang, why didn’t I think of that 15 years ago ??. Oh well.  And one more thing. You may be reading today about the problems streaming Youtube…