Why Most Subscribers Now Choose Ads — and What This Structural Shift Means for Platforms, Advertisers and the Media Ecosystem

by

UK ad-supported streaming – When the Remote Control Changes Hands Topics show UK ad-supported streaming – When the Remote Control Changes Hands 1. The Original Streaming Promise: Escape from Advertising The Ideological Foundation of Subscription Streaming The Economics Behind the Idealism 2. From Resistance to Acceptance: How Advertising Re-Entered Streaming The Strategic Pivot The UK … Read more

When Corporate Governance, Not Technology, Saved a System Giant

by

Louis Gerstner IBM Corporate Governance Crisis Disguised as a Technology Problem Topics show Louis Gerstner IBM Corporate Governance Crisis Disguised as a Technology Problem 1. IBM at the Beginning of the 1990s: A Company Without a Center 2. A Governance Failure Hidden in Plain Sight 3. Appointing an Outsider: A Board-Level Intervention 4. “The Last … Read more

Corporate Governance Failure in Spain’s COVID State Aid – The Plus Ultra Case

by

When Emergency Becomes Opportunity Topics show When Emergency Becomes Opportunity 1. Introduction – Crisis Governance Under Stress 2. Crisis Governance: Speed Is Not a Substitute for Control 3. Spain’s COVID State Aid Architecture: SEPI as Governance Gatekeeper 4. Plus Ultra Before the Rescue: Governance Fragility Pre-Crisis 5. Bridge Financing and Public Money: A Governance Collision … Read more

Model Context Protocol (MCP): The Missing Governance Layer Between AI and ERP Systems

by

Model Context Protocol ERP — why AI keeps failing where ERP dominates Topics show Model Context Protocol ERP — why AI keeps failing where ERP dominates Why AI struggles inside ERP-centric organizations What Model Context Protocol really is — stripped of hype 1. Resources — what the AI is allowed to see 2. Tools — … Read more

Wendy’s Store Closures: A Multi-Year Corporate Governance Case Study (2024–2026)

by

1. Why Wendy’s closures are a governance story, not just a burger story Topics show 1. Why Wendy’s closures are a governance story, not just a burger story 2. The fact pattern: from growth engine to “system optimisation” 2.1 2024: Turning off the weakest engines 2.2 2025–2026: System optimisation goes from pruning to surgery 3. … Read more

When to Recognize Revenue in IFRS 15

by

From Mechanical Rules to Economic Reality, Governance, and Judgment When to Recognize Revenue – Why “When” Still Matters More Than “How Much” Topics show When to Recognize Revenue – Why “When” Still Matters More Than “How Much” The Core Principle Revisited – Performance as the Anchor of Revenue From Risks and Rewards to Control – … Read more

ASML and the Geopolitics of Governance: Europe’s Most Strategic Company Under Pressure

by

Introduction — When Technology Becomes Geopolitics Topics show Introduction — When Technology Becomes Geopolitics ASML’s Unique Position in the Semiconductor Ecosystem A Monopoly Measured in Nanometres Geopolitics: The New Operating System of ASML When Markets Are Overruled by Power Export Controls and the U.S. Strategic Doctrine Washington’s Invisible Hand on Dutch Soil China’s Technological Sovereignty … Read more

When Content Empires Collide – The Warner Bros–Paramount–Netflix M&A Struggle as a Corporate Governance Stress Test

by

Corporate governance in media mergers — The Boardroom as a Chessboard, the Viewer as the King Topics show Corporate governance in media mergers — The Boardroom as a Chessboard, the Viewer as the King I. The Streaming Economy: A River That Changed Its Course II. Netflix: The Platform That Thinks in Probabilities Governance character Portfolio … Read more

When Tech Entrepreneurs Dream of Their Own States

by

1. From Boardroom to Border: When Governance Escapes the Firm Topics show 1. From Boardroom to Border: When Governance Escapes the Firm 2. The Governance Paradox: Hyper-Control Internally, Radical Freedom Externally 3. Network States Explained: Governance Without a Demos 4. The Corporate Governance Lens: Where the Framework Breaks Accountability Transparency Checks and Balances Stakeholder Model … Read more