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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…
Sep 8
5
1
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.
Sep 3
3
1
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…
Aug 27
8
1
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…
Aug 18
6
1
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
Aug 14
6
2
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…
Aug 12
8
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…
Aug 6
12
3
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…
Aug 3
9
1
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.
Jul 30
7
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…
Jul 27
8
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…
Jul 22
6
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…
Jul 20
5
1
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