Warner Bros. Discovery

Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed

Wednesday, September 20, 2023

Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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An interview with me about my background, Aggregation Theory, AI, streaming, and more.

What the NBA Can Learn From Formula 1

Tuesday, February 28, 2023

Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Thursday, February 16, 2023

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An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.

An Interview with Michael Nathanson About Netflix and the Media Industry

Thursday, January 26, 2023

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An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.

Netflix’s New Chapter

Monday, January 23, 2023

Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.