Streaming Wars

if you drive through Culver City you will see billboards for Amazon movies everywhere. Why? Because the directors who come to the studio lot to take a meeting there to make a movie, they drive there and they’re like, ‘Oh they’re marketing my movie.’ But they’re not.”

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

In many instances, companies have leveraged structural advantages to achieve seemingly unassailable positions in their relative markets. Streaming services that host user-generated content (UGC) have significant advantages over other services due to copyright ‘safe harbours’, which has led to the dominance of services like YouTube. We have been... See more

Walt Disney Co. just surpassed Netflix in total streaming subs (221.1m vs. 220.7m). And it did so in less than 3 years since launching Disney+. How? By combining great content with a technology it acquired from the MLB (yes, Major League Baseball) for $2.6B. Here’s the story🧵