Media
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Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
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Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads
Netflix’s earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different.
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AI, NIL, and Zero Trust Authenticity
AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity
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An Interview with The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.
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Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
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An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?
ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat
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What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating