Media and Subscriptions

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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…

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.

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles

Tuesday, May 16, 2023

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.

The Unified Content Business Model

Tuesday, May 2, 2023

Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.

Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads

Wednesday, April 19, 2023

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.

Substack Notes, Twitter Blocks Substack, Substack Versus Writers

Monday, April 10, 2023

Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.

An Interview with The Ringer Founder and CEO Bill Simmons

Thursday, March 16, 2023

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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.

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Tuesday, March 14, 2023

Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.

An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?

Wednesday, March 8, 2023

ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat

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.

(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks

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

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles

Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads

An Interview with The Ringer Founder and CEO Bill Simmons

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?

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

(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks

Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai

The Five Teams That Can Win a Title This Year, Advice for the Clippers and Mavs Fans, ‘Face of the League’ and More Urgent Matters

An Interview with Michael Nathanson About the Streaming Endgame

Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake

More TSMC Fabs in the U.S., Taiwan’s Trump Card

(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks

Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai

The Five Teams That Can Win a Title This Year, Advice for the Clippers and Mavs Fans, ‘Face of the League’ and More Urgent Matters

An Interview with Michael Nathanson About the Streaming Endgame

An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery