The Medium from PARQOR

The Medium from PARQOR

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Reading the Paramount Skydance+Oracle Tea Leaves
While Disney's streaming vision flatlines, PSKY's Oracle partnership and Meta hire reveal the product-first strategy that could solve legacy media's…
The NBA Commissioner's Inconvenient Truth About Sports Broadcasting
Adam Silver just admitted highlights invite fan participation better than streaming right now—exposing the fundamental flaw in ESPN's $30/month strategy
Content is Dead, Long Live User Experience
Why the "Curse of the Mogul" continues to destroy shareholder value in the era of AI and DTC— and why it won't break until AI and DTC force the hand of…
Cool Sh*t vs. Corporate Politics: Why Product Expertise Matters
NYT's secret weapon is controlling shareholders with actual DTC experience, while the rest of legacy media are stuck with Baby Boomer executives…
ESPN's Rebuttal Revealed The Real Crisis
Management's 20-minute rebuttal on The Grill Room exposed some fundamental problems I missed: ESPN can't sell their own product and is creating "zombie…
The NYT Playbook That ESPN Should Shamelessly Steal
The three pillars that turned The New York Times around offer solutions for weak growth at ESPN's flagship, and why consumer agency does not necessarily…

August 2025

ESPN "Flagship" & The Agency of Sports Fandom
ESPN's streaming launch treats DTC consumers as passive subscribers. But, as The New York Times has learned, they want more control over the economics.
The Demand Signal from Generative AI: Promising Numbers, Wary Founders
Emerging platforms could be worth $10-50 billion according to back-of-the-napkin math, but their own creators wonder "maybe nobody wants this and it…
"A New Medium", Billions in Funding, Millions of Videos, One Big Problem
Four clear supply-side signals from AI platforms, one massive demand-side blind spot that could make or break generative AI
The Medium's New Market Alignment Test
Paramount Skydance's big opportunity to be Aligned “with Red Pill” and “Blue Pill” marketplaces while Disney is stuck in Neutral and NBCUniversal (and…
Why "The Most Technologically Capable Media Company" Is Thinking About Technology Incorrectly
CEO David Ellison's vision for Paramount Skydance ignores the emerging "Red Pill" reality where AI turns consumers into creators competing with legacy…
The Red Pill or Blue Pill Marketplace? IP Holders Don't Get To Choose
Why IP holders face concurrent AI democratization and TV-centric control—and must develop revenue strategies for both marketplaces or risk losing in…
© 2025 Andrew A Rosen
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