Streaming Wars
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Streaming Wars
Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
stratechery.comstratechery.com
@netflix DON'T MESS THIS UP!
You have one of the most unique opportunities to execute monetization on a global content platform ever.
DON'T TAKE A GENERIC ADS APPROACH!!!
My brain on how to think about ads from a customer and product first approach on Netflix.... See more
Adam Greniertwitter.com
Major music rights holders and tech companies are now expected to generate profits for a dizzying array of stakeholders sitting outside of industry borders, including banks, private equity firms, big-tech conglomerates, and sovereign wealth funds — not to mention public retail investors.
There has been no central resource tracking these macro shifts... See more
There has been no central resource tracking these macro shifts... See more
Bow down to our new music-tech overlords
If Apple wanted to offer exclusive music, they would cut a deal with Taylor Swift. They have the cash to do it. They wouldn’t waste time on locking up Kalevi Aho. That’s so obvious I shouldn’t even have to say it, but (given all the smoke and mirrors here), I really do.
So we’re clearly dealing with the bad Apple here. And the fact that the company... See more
So we’re clearly dealing with the bad Apple here. And the fact that the company... See more
Ted Gioia • Nobody Will Tell You the Ugly Reason Apple Acquired a Classical Music Label
Hellman & Friedman 's majority stake in Global Music Rights marks a watershed moment — private equity firms now control three major PROs (alongside New Mountain Capital's BMI and Blackstone's SESAC). Blackstone 's successful acquisition of Hipgnosis Songs Fund further cements institutional investors’ central role in the financialization of music... See more
Music tech ownership ouroboros, 2025 edition
