The Medium from Andrew Rosen

The Medium from Andrew Rosen

Hollywood Just Drew a Line in the Sand on AI Actors... which Bollywood Already Crossed.
What the new SAG-AFTRA deal actually says—and why the real test is when anyone enforces it.
Bottlenecks and The Greenlight Gap
Different countries are building different models for generative AI, and none of them is dominant. That leaves the most risk-averse U.S. IP owners are…
In The Fight Against AI, The Org Chart Is the Vulnerability
Why IP holders keep losing not because the law fails them, but because business affairs, legal, policy and strategy cannot reach a shared decision in…
People Inc. Is Partnering With the Wrong Part Of The CPG Marketplace
Why licensing to competing SMBs beats picking an incumbent CPG partner.
What 301 CPG Brands Reveal About People Inc.'s INVERSION Bet
New CPG breakout data from the past decade and Q1 2026 earnings from Meta, Amazon and Google shed light on the speed and competition dynamics facing…

April 2026

Why People Inc.'s INVERSION Strategy Needs To Be More Than A White-Label Business
BetMGM lost market share under the same commerce-expertise thesis. The mistakes of Nike and Starbucks suggest People Inc. cannot build its own products…
YouTube Built a Tool To Protect Celebrity Likenesses. But It Does Not Pay Them.
A win for Google also proves why the Paramount and Warner Bros. Discovery merger will be talent's best bet for getting paid.
Netflix Is Building the Pipes Its Future Competitors Will Use
Netflix's $3 billion ad business depends on programmatic infrastructure that advertisers are already learning to use for their own brand storytelling…
The MPA's Wins Against ByteDance Are Real. They May Not Last.
ByteDance released Seedance 2.0 worldwide—except in the U.S.—on the same day the MPA chairman promised Hollywood can uphold copyright and embrace AI.
Disney v. Hailou AI: No Sacred Cows, No Legal Remedy
MiniMax's motion to dismiss confirms what Cox v. Sony signaled: the legal system will not protect Hollywood's IP at scale. The studios need a…
Why SAG's 'Tilly Tax' Falls Short of Bollywood's AI Future
SAG wants studios to pay a fee every time they use an AI actor. The problem is that the biggest AI cost savings in Hollywood do not involve actors at…
Bollywood Is Running Hollywood's Forbidden Experiment
India is building the AI-native film industry Hollywood's lawyers, unions and insurers are spending every resource to prevent—and it is working at the…
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