The Medium from Andrew Rosen

The Medium from Andrew Rosen

December 2025

Partner, Bulldozer, or Orchestra: Three AI Patterns I Learned in 2025
Claude bulldozed FIFA into my essay. Gemini generated 20,000 jargon-filled words. Creators orchestrate 5+ tools. The skill for 2026: Knowing which…
Why "MOAR Content" Alone Won't Save Legacy Media: 9 Predictions for 2026
Power laws intensify, YouTube hits $120B payouts, Disney-OpenAI proves IP is dead. Supply/demand predictions plus the creator-advertiser business I'm…
My 2025 Predictions Scorecard
5 right, 5 wrong, 2 TBD—I called Disney/Epic and the NFL. I whiffed on Netflix.
Reader Feedback: Netflix Retreats From Gaming Exactly When Gaming Becomes the Future
Netflix's platform was built for content recommendations, not the community and creation tools gaming offers. The WBD acquisition confirms they're…
EA Went Private, Disney Partnered With OpenAI: Why Only One Can Use AI for Growth
Power laws make content-only relationships unsustainable. EA's gaming habits escape this trap. When AI drives content costs toward zero, relationships…
Disney's $1B OpenAI Bet Tests Whether Licensing Can Protect IP
When Sora learns from Disney's training data (Mickey meets Spider-Man), it will applies those patterns to future partners' content next. Can licensing…
The Air-Gapping Problem: Why Netflix Can't Protect Warner Bros IP Through Cloud Partnerships
Unless Netflix acquires (unlikely) or sells a stake to a cloud provider (super-expensive but possible), the $82.7B WBD acquisition carries IP leakage…
How The Warner Bros. Bidding War Exposed Netflix's Strategic Dead-Ends
Three dead-ends forced Netflix's surprise bid: exhausted growth (can't reach 1B organically), failed innovation (gaming abandoned after May hype), lost…
Netflix's $28/Share Trap: When Power Laws Force Bad Deals
Without Oracle-like infrastructure or theatrical distribution, Netflix is betting it can help WBD IP survive streaming AND AI disruption.
Why Advertisers Always Beat Creators in AI Content Economics
AI rewards targeting over quality, interactivity over passive content. Advertisers monetize the full engagement loop. Creators share platform revenue…
Why The Future of AI Storytelling Belongs to Advertisers, Not Hollywood
Hollywood execs see AI as "small" because they're focused on a $250B creator economy with brutal power laws. The real market: $800B in digital…
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