Customer Selection and Cable Wars

…but something else will bloom instead. Plus, this is why Europe can't have nice things. And the Cable Cowboy kills cable.

Discussed:

The Hottest Coach in Sports: Coach Prime
How Deel Became Payout Provider for Prop Trading Firms, Including Site Frozen by CFTC

John Malone’s Charter Squeezes Disney at Vulnerable Moment

Cable Cowboy: John Malone and the Rise of the Modern Cable

The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

How Taylor Swift Ditched Dealing With Hollywood Studios to Release the ‘Eras Tour’ Film With AMC

Show Notes:

[00:01:59] CU Buffs winning football game.

[00:06:30] Prop trading as Ponzi scheme.

[00:08:30] A hidden Forex trading industry.

[00:10:38] Robo spam being cracked down.

[00:14:08] Subscription business models.

[00:18:31] Europe's impact on app monetization.

[00:22:18] The digital market act.

[00:24:12] Implications for big tech gatekeepers.

[00:29:31] The future of niche apps.

[00:30:01] Subscription services reaching scale.

[00:33:11] How do you make money?

[00:36:28] Rethinking success for consumer businesses.

[00:39:52] Cable subscriptions and user experience.

[00:43:23] The fascination with fax machines.

[00:45:22] Old and new combined.

[00:47:57] Taylor Swift's movie theater success.

[00:50:46] More in-person collective experience.