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Streaming (2020-2024)
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Reader Feedback: Game Theory Explained + Two Corrections
Why I'm using game theory in plain English: predicting how companies react to each other (OpenAI vs Hollywood vs creators). Plus corrections on Tilly…
Nov 4
The Window Is Closing: Why Rightsholders Are Filing Fewer AI Lawsuits
Settlements prove AI copyright lawsuits work—but two forces are closing the window: (1) Courts rule training is fair use and (2) OpenAI's Sora is…
Nov 3
5
October 2025
Talent Agencies Are Circling Tilly Norwood. She Doesn't Exist Where They Think She Does.
Hollywood assumes AI actors will replace humans in studio productions. But Tilly was built in the prosumer/creator pipeline—so the threat is…
Oct 30
6
Sora Is Tiny. Imagine Thousands of Tools Like It That Nobody Can Sue.
Thousands of open-source AI tools are coming—most beyond US/EU enforcement reach. Game theory predicts legacy IP will be valuable behind hyperscaler…
Oct 27
4
Netflix Says Sora Isn't a Threat. Their Investment in Celebrity-Driven Content Says Otherwise.
Co-CEO Ted Sarandos revealed Netflix's strategy: bet on celebrities and creators as a "safe haven" while legacy IP is "not a must-have." He's validating…
Oct 23
9
The Silence Around SpongeBob Tells You Everything
Three weeks into Sora's launch, all the controversy is about celebrity likenesses. Zero outrage over fictional characters. That silence signals…
Oct 21
6
Hollywood Thinks Sam Altman Played Them. They're Missing the Real Problem.
Hollywood claims Altman "played" them with Sora's opt-out system. But the real issue: they can't measure IP value on AI platforms, streaming growth is…
Oct 16
8
IP Holders Have the Data To Work With Sora. They're Ignoring It.
Michael Jackson videos flood Sora. Kobe Bryant. Elvis. Bob Ross. Hollywood's response? Lawsuits and angry statements. But what if this AI surge is…
Oct 14
8
EA Drives A Generational Shift In Sports Media
Why deal with The Athletic and Saudi Arabia's PIF suggests patient capital plus gaming infrastructure put EA in place to transform the sports media…
Oct 9
9
I Surfed a 60 Foot Wave With Sora
Why "MittyIP" or "MeIP" might be the future of content—But OpenAI doesn't have the business model (...yet?)
Oct 6
8
OpenAI Just Changed the Game With Sora 2
Why People Inc. might need to partner with the pirates for new business models
Oct 3
7
September 2025
Your Favorite Magazine Should Start Making Tequila
Barry Diller's radical reinvention playbook vs. The New York Times' methodical success
Sep 29
9
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