The Medium from Andrew Rosen

The Medium from Andrew Rosen

September 2026

AT&T Bet Streaming Could Cover $180B in Debt and Lost. The Math Says IP Licensing Could Cover Paramount Skydance's $80B Debt.
AT&T's churn math for its Time Warner acquisition didn't cover $180B in debt. How will Paramount Skydance cover $80B on a similar bet?
Post-Merger Paramount Skydance Owes $80 Billion. Streaming Subscribers Won't Be Paying It Off.
The math behind the Warner Bros. Discovery merger doesn't work with subscriptions alone. Paramount and Oracle are betting on charging advertisers and…
Streaming's Ad Business Needs More Scale. Price Hikes Are Driving Away the Viewers It Needs.
Streaming ad spend rose 30% at this year's upfronts, but Upfronts buyers pushed to pay less per viewer. Streaming’s pricing strategy is starving its own…
Microdramas make Hollywood Look Like AI's Next Casualty. It’s Not.
Some actors' faces are already in AI-made sex scenes selling swipeable dramas, no contract required — and this week's essay argues these ugly…
The “Grand Theft Auto VI” Trailer is a Public Rorschach Test for Netflix's Bet On Gaming for Growth
A 27-minute trailer outdrew Netflix's own shows. Its actual games are losing downloads — and Wall Street still is not buying the gaming story, five…
Runway Stops Trying to Reimagine Movies. Its New Model Draws the Screen Instead.
Solaris generates an interface frame by frame as you use it. What that says about where AI in entertainment actually is heading.

August 2026

Why Is Netflix Spending $22 Billion and Still Renting Someone Else's Catalog?
YouTube Premium added Peacock. Netflix is in talks for Peacock and Fox One. Both deals say a rival's streaming service now delivers the lift a new…
Why Did ByteDance and Hollywood Studios Sign a Deal Copyright Law Cannot Enforce?
The new MPA-ByteDance agreement has no legal force—here are the real ad-revenue and spend-driven reasons ByteDance agreed to it anyway, and why those…
Brands Are Building Their Own Studios, Not (Yet?) Licensing Hollywood IP
What Lavazza, Prada and Kraft-Heinz reveal about the future of IP licensing, and whether Anson Funds' Lionsgate thesis will hold up
Should Lionsgate Sell Itself to Survive AI Disruption?
How the emerging build, license or buy calculus reshaping Hollywood's AI-era IP strategy applies to Lionsgate's future—and the limits that activist…
Disney's Bets on TikTok, Consumer Products and a "Super App" Depend on the Same Un-Sexy Problem
A TikTok deal, a company reshuffle and a promise to build a "super app" all ride on whether Disney can finally get its various databases talking to each…
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