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Bitcoin Reclaims $2 Trillion Market Cap, Vaults Back Into Top 5 Global Assets
Following a stormy but ultimately successful ascent, Bitcoin has regained a $2 trillion market cap — rejoining the global stage as one of the five most valuable financial assets on Earth. Just weeks...

Apple is working on a 'product renaissance' for 2027 — here's the potential products I'm most excited about
It sounds like there's plenty in Apple's product pipeline...

How Digitas is navigating search’s shift to the AI era
Subscribe: Apple Podcasts • Spotify Google’s search engine isn’t the only one in town, and marketers are taking notice. Increasingly, people are shifting search behaviors to AI chatbots...

Inside the Stream: Disney’s 2025 Profit Goal; ESPN DTC Price, Bundles
Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s sec...

Inside the Stream: Netflix is Well-Positioned to Lead in Bundling and CTV Ads
[UPDATED] Netflix revealed at its Upfront this week that it now has 40 million monthly active users on its lower-priced ad-supported tier. It’s not clear how monthly active users and subscriber...

Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...

Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...

Inside the Stream: Linear TV and Pay-TV Decline; Subtitles; Roku Adds Local TV News
First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explai...

Inside the Stream: How Overlapping “Doom Loops” are Crushing the TV Industry
In this week’s podcast we discuss the overlapping “doom loops” that are crushing the TV industry. These were first articulated by MoffettNathanson, and built upon by Colin. The doom loops incl...

Samsung’s S25 Edge is a thin phone with two big tradeoffs
The S25 Edge is just 5.8mm thick, not counting the camera bump. Samsung's thin phone is here. The Galaxy S25 Edge - f...