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Voices In ChAInge
Streaming (2020-2024)
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Why Netflix Is Missing the Lesson Nike and Starbucks Just Learned.
Nike and Starbucks failed by adding unnecessary corporate architecture and are recovering by stripping it away. Netflix is entering its AI era by making…
6 hrs ago
7
1
OpenAI Bought TBPN. I Saw This Play Before in 2006 at Viacom.
Storytelling creates moments but infrastructure captures value. OpenAI is repeating a mistake I watched from inside MTV Networks twenty years ago. TBPN…
Apr 3
12
3
Nielsen's "The Gauge" Is Broken. Big Changes Loom For The $1 Trillion Ad Market.
The traditional media value chain is collapsing at every node, The dollars leaving that system may not go to another platform. Creators building IP with…
Apr 1
7
2
March 2026
After Cox Communications v. Sony, The Ellisons Are In Pole Position
SCOTUS ruled that platforms are not liable for copyright infringement on their networks. The Ellisons already built the alternative with Oracle Cloud…
Mar 30
6
1
Who Protects Disney's and Hollywood's IP Now?
Disney sued its best partners. WBD was built to be sold. An entire industry is making rational decisions that add up to paralysis. Here is how the same…
Mar 27
6
Disney's OpenAI Deal Collapsed. It Is Suing Its Best Alternatives.
The OpenAI failure bookends the arc of Iger's failed strategy of leveraging Disney's IP over tech companies and leaves an unfortunate mess for new CEO…
Mar 25
8
1
If the WBD-Paramount Merger Does NOT Close...
The AI era is emerging and moving on multiple fronts simultaneously. WBD is disconnected from all of them. The Paramount deal was the lifeline.
Mar 23
10
1
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A Tale of Two Disneys
Iger's streaming bet put a database where creativity used to be. D'Amaro's job is to build a flywheel around it—without getting fired like Chapek.
Mar 18
7
2
ByteDance, Seedance 2.0 and the Hyperscaler Game
The delay of the global rollout of Seedance 2.0 is not a copyright story. It is a market fragmentation story — and it points us exactly to where IP…
Mar 16
4
1
Sora Is Coming to ChatGPT. A Big Test for Disney's IP Now Looms.
Disney's Sora deal faces its biggest test as OpenAI brings video generation to 920 million ChatGPT users. A misaligned broader market must adapt, too.
Mar 11
2
1
Nobody Knows Who Owns What. Here Is What I Am Building.
Every actor in the AI media market is making the right decision for themselves—and the result is paralysis. I am building the standard that breaks the…
Mar 9
5
1
Monthly Series: Netflix Users Pay Once a Month. Drama Slop Users Pay The Equivalent Every Week.
AppMagic's Mobile Market Landscape Report sheds new light on three new and dynamic business cases of disruption in digital media
Mar 6
7
1
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