Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.
Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike
Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases
Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License
Streaming residuals might end up looking like Spotify. Then, Meta makes Llama 2 open source — mostly.
Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
Hollywood on Strike
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s recent fines on Meta.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
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.
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.
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