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The Eric Jackson Podcast

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The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.

The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.
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The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.








Ep. 67 - Balaji Srinivasan on tokens, the blockchain, cryptocurrencies, and investment implications

Eric spoke to Balaji Srinivasan about his company,, and his recent writings about the blockchain space and tokens. Topics covered include: - what are tokens and why are they important, - what types of assets lend themselves to tokenization, - how is regulation likely to keep up with the growth in the underlying technology, - how should we think about valuing tokens, - is the current interest level in the blockchain warranted given its long-term potential, and - what new...

Duration: 01:00:05

Ep. 66 - Brad Garlinghouse on Ripple, XRP, blockchain, and the multi-trillion dollar opportunity

Eric caught up with Ripple’s CEO Brad Garlinghouse. On January 1st, 2017, XRP’s market cap was $236 million. Today, it’s close to $9 billion. We go over how Brad came to join Ripple, the opportunity of cross-border banking, the criticisms he sometimes hears about Ripple/XRP, and a bit of science fiction future visions for how cryptocurrencies might work in the future.

Duration: 00:57:28

Ep. 65 - Horace Dediu on eBikes, Cyptos, Apple's move into content, and next wave of iPhones

Horace Dediu of Asymco returns for a 3rd time to the pod to discuss what makes a business idea "disruptive," why eBikes are likely to be adopted en masse in the years ahead, whether cryptocurrencies will be disruptive and why, whether Apple's move into producing content will be disruptive or "me too," and where Apple's next wave of growth for the iPhone will come from. Thanks to for helping record the pod. (Also check out Episode 18 for a discussion with VC Andrew Parker who...

Duration: 01:46:34

Ep. 64 - Raging Bull/Bear Debate About Disney/ESPN with Skeptic Rich Greenfield

Eric welcomes Rich Greenfield back to the podcast to have a knock-down drag-out debate about Disney and ESPN. Rich strongly believes that that cable bundle is dying and ESPN has massively overpaid for sports rights. He thinks a big digital player is about to scoop up future sports rights and ESPN will end up blowing a hole in Disney’s future earnings. Eric strongly believes Disney is the premier media company in the world and the fears about ESPN are overblown. Eric argues that ESPN and...

Duration: 00:54:54

Ep. 63 - The Holes In Bill Simmons' Critiques Of ESPN

Bill Simmons recently hosted a roundtable podcast with Jim Miller and Bryan Curtis where he critiqued several "mistakes" made by ESPN management over the past two years. Eric lays out some flaws in those major critiques and why ESPN is still well-positioned to succeed from here.

Duration: 00:10:18

Ep. 62 - No Silver Bullets For Fixing FS1 After Horowitz Departure

Fox Sports announced the day before July 4th that Jamie Horowitz was leaving the company after only 2 years on the job. His bravado and colorful personality masked some of the big challenges that are facing them for meaningfully improving their ratings. Eric argues that there are no silver bullets for turning it around.

Duration: 00:20:09

Ep. 61 - Jeff Macke on Why Retail Isn't Dead And What It Can Do To Compete With Amazon

Eric chats with Jeff Macke of Macke Asset Management about what makes a great retailer today and how they’re incorporating CRM, data analytics and location to serve customers in the best way. We cover Amazon’s purchase of Whole Foods, why Wal-Mart is well-positioned, why many retailers are stuck performing for Wall Street instead of the customer, and what to watch for when the next great American retailer emerges as a public company.

Duration: 01:01:20

Ep. 60 - Jason Stein Roundtable on Cannes, Vice, Instagram vs Snap, Bill Simmons, and Spotify

Eric caught up with Cycle Media's Jason Stein about a busy week in tech, media and advertising including: what happened at Cannes Lions, Instagram Stories blowing away Snap, why Vice is worth so much more than Buzzfeed or Vox, what he would do if in charge of Bill Simmons Media Group, new changes to the board of Spotify, and how he makes viral video content at Cycle

Duration: 00:54:19

Ep. 59 - Tech Stocks Have Massively Outperformed The Market—Here's Why This Isn't Another Bubble

Critics conclude that investors must be placing too much hope in these growth stocks. Some wonder if this hope will all come crashing down as it did following the '90s dot-com bust. There's a good case to be made that it's not a bubble of the biggest tech stocks; it's that the biggest tech stocks have grown to another level in the last few years.

Duration: 00:14:56

Ep. 58 - The Worst Thing Disney Could Do Now To Fix ESPN Is Bet The Company On Expensive M&A

In 1995, Disney "bet the company" on acquiring Capital Cities/ABC which owned 80% of ESPN. It worked out, but not for the reasons Michael Eisner thought going into it. Eric discusses this in relation to Rich Greenfield's recent blog post on what he'd do to turn around ESPN if he was Bob Iger.

Duration: 00:27:41

Ep. 57 - What the ESPN Critics Are Missing

It's common today to hear critics say that Disney and ESPN management should have moved quicker to launch an over-the-top offering or that they overpaid to recent sports rights deals. Eric explains why ESPN and Disney are in a really strong position to reboot themselves and what kinds of new services they might launch in the future.

Duration: 00:42:00

Ep. 56 -How Much Would Facebook Be Worth Today If It Hadn't Bought Instagram?

Instagram has turbocharged Facebook's growth in the past 5 years. It's now up to 700 million users. When it bought Instagram, Facebook was worth $58 billion. Today it's worth $435 billion. How much would it be worth without Instagram? A lot less, Eric argues.

Duration: 00:19:45

Ep. 55 - Mental Models And Netflix Subscribers

Only a few years ago, Wall Street analysts didn't think it was likely that Netflix could grow its subscribers beyond 30 million. They now have 100 million worldwide. Where will it stop? Is the company spending unsustainably on content or is it prudent given its growth opportunities?

Duration: 00:16:32

Ep. 54 - The Case For Why Bill Simmons Will Return To ESPN In 2018

In 2015, Bill Simmons was unceremoniously fired by ESPN in public. Two months later, he signed a lucrative 3 year deal with HBO that will end next year. Will he continue The Ringer independently or team up with ESPN or some other major media outlet? Eric makes the cast for why both Simmons and ESPN should swallow their pride and put Humpty Dumpty back together.

Duration: 00:07:20

Ep. 53 - The Death Of Text

Five years ago, I predicted the New York Times would be out of business by now. It's not, but print and text in general - even digital media companies based on text like Vox and BuzzFeed - are having difficulty making money next to long-form articles. We are a visual society moving more to video and images as our preferred method of consuming information. This has lots of business and investing implications.

Duration: 00:17:39

Ep. 52 - Why Snapchat's IPO Is Thawing The IPO Ice Age

Eric discusses why so many tech and media companies have preferred to stay private vs. go public over the past 15 years and why that's outside what's typically been the norm. With the new Snapchat IPO getting a higher valuation from public investors compared to private ones, look for more and more companies to go back to IPO'ing sooner in their life cycles.

Duration: 00:11:53

Ep. 51 - NBCU Bets On Snapchat, Disney Bets On BAMTech, Building A Big Video Biz On FB Live

NBCU spent $500 million on Snapchat stock in its IPO. Disney recently bought a path to control BAMTech. Can these traditional media companies make money in digital through these investments? Will upstarts like Cheddar running on Facebook Live overtake them? There are a lot of questions still to answer before we figure that out. Eric runs through all the important ones.

Duration: 00:19:01

Ep. 48 - Verizon Needs A Content Strategy

Verizon's Go90 strategy looks dated compared to AT&T's with DirecTV and Time Warner zero rated data streaming as well as Sprint and T-Mobile's unlimited data plans. Eric outlines why Vessel isn't a solution for Go90 and Verizon likely needs to make a much bigger content acquisition.

Duration: 00:07:42

Ep. 47 - Sony Won't Unload Its Movie Studio

With Michael Lynton leaving to go to be Executive Chair at Snap, many in the media have speculated that Sony is about to sell off its movie studio to either CBS or someone else. Eric gives his read on why he thinks it's more likely that Sony's CEO Kaz Hirai will double down on its investment in the movie studio as it tries to better fuse its hardware and software.

Duration: 00:10:40

Ep. 46 - The NFL Still Has A Big TV Ratings Problem

The NFL's TV Ratings ended 2016 down 8% from the prior year. That's much better than earlier in the season. Some think the blip was purely the result of the election year. Eric explains why he thinks there are still big ratings problems ahead for the league next year and after.

Duration: 00:10:50

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