Monday AM Briefing: Why The Comcast & Charter Joint Venture Is About Search & Discovery & Not Bundling

Last May, IAC Chairman Barry Diller told CNBC’s Andrew Ross Sorkin that he was bullish on Comcast’s strategy in streaming because they are “the only ones with both feet on both sides” of the streaming marketplace with X1 software and Peacock. He told Sorkin, “They've gone about the streaming thing smarter than anybody. They have the best hand."

I wrote a…