The Medium from Andrew Rosen

The Medium from Andrew Rosen

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…
Netflix's Next Move: From Curating Games to Building a Game Platform
Unity's new partnership with Netflix hints that Netflix is rethinking who may build for its 325 million subscribers—and the marginal value of passive TV…

July 2026

Build, License or Buy? Hollywood's Oldest Question Has a New Answer: Advertisers
Generative AI forces every studio to build, license or buy IP faster than ever. Why smartest bet for all three might not be who you'd expect.
AI Is Testing Hollywood's Oldest Blind Spot: Build or License?
A former Disney CEO admits Hollywood always gets new technology wrong. The Ellisons are betting the solution is owning IP+AI infrastructure. Disney is…
Why Kraft Heinz + Disney Licensing Deal Is One To Watch
Cream cheese and Disney characters are the cover story. The real question is whether it opens the door to marketing innovation in the AI era, and what…
What Will Grow Netflix's Business in the Age of AI?
Netflix stopped sharing subscriber numbers and cut back on engagement reports. Its cash flow is strong, but management will not shed much light on what…
Comcast's "Portfolio Reconstruction" Meets the Reverse Information Paradox
Why Satya Nadella's AI Warning Changes the Road Ahead for NBCUniversal and Disney
Comcast's Big Split: NBCUniversal's Choices for Survival
Comcast is splitting NBCUniversal away from its cable business. Like Fox or Paramount Skydance, the company only wins its next chapter if it finds the…

June 2026

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