media

This is my first time posting in a week. There was a combination of factors that kept me away from the newsletter like pressing work at Real Vision and a lack of revealing economic data flow. But, the biggest factor was the coronavirus news…

Quick note here Did you know there was a peace negotiation surrounding Libya this past weekend? I certainly didn't until I watched the German evening news. This negotiation is getting absolutely zero play in the media in both the UK and…

I haven't made a public statement yet, nor has Real Vision for that matter. But, for the last few weeks I have been working at Real Vision, the online financial media company led by Raoul Pal. Perhaps I will make it public in the coming few…

Why clickbait journalism will dominate news information on the free Internet

A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.

The Internet is a destroyer of margins for incumbent business models based on an analogue world. Here's why.

For disruption, data size matters. It matters in terms of data transfer and media streaming speeds. And it also matters in terms of storage capacity. 

People have a bias toward belief. And in the virtual world where the Internet dominates news sources, this has big consequences.

Technological disruption promotes competition that benefits consumers. Yet, it also promotes an industrial organization that favors size. And that lessens competition.

Technological disruption poses serious threats to incumbent businesses. Here are two examples from Artificial intelligence and Walmart's earnings showing how this disruption occurs.