PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next.

In Q4 2022, PARQOR will be focusing on four trends: this essay is on the theme, "Hollywood’s future lies in the creator economy, what happens next?"

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Good morning,

There will be no essay today — I am currently editing my monthly opinion piece for The Information. It's about how Netflix’s long-term vision – streaming entertainment is replacing linear TV – has always had an elegance to it. But, as YouTube and TikTok launch short form content competitors in the Connected TV space, they seem poised to blow up the elegance of Netflix's and legacy media's streaming initiatives.

The next mailing exclusive for Members will go out on Wednesday.

Must-Read Monday AM Articles

The Vibe Shift

* How Meta is rebuilding its ad platform to overcome Apple's privacy changes

* Some interesting hypotheses for investing in Web3 Culture and Entertainment

* The Wall Street Journal reported “An internal brand health tracker that regularly surveys consumers about their perception of Netflix showed that young and diverse audiences’ view of the company was flagging” ($ - paywalled)

* IAC has $1.5 billion to go shopping with and its criteria for doing deals has been consistent: Companies don't have to be immediately profitable, but they do need to generate cash flow ($ - paywalled)

* A party for Stability AI, the start-up behind the controversial Stable Diffusion image generator, represents the arrival of a new A.I. boom.

The 200 vs. The 10 Million

* I am enjoying MobileDevMemo’s Eric Seufert hypothesis that Apple’s Anti-Tracking Transparency initiative “may be playing a larger role in the commercial slowdowns of ad-dependent businesses than macroeconomic weakness” - he lately has argued it for Snap, Netflix and Spotify.

Aggregator 2.0 & Bundles

* Despite what you might've heard, streaming services are not reviving the cable business model.

* The three pillars of Netflix’s turnaround strategy

Sports & Streaming

* NBA team The Los Angeles Clippers released an app called ClipperVision, which offers six different live streams per game

* FuboTV is exiting the sports betting marketplace at a loss of $70MM

Creator Economy, Platforms & Transparency

* Lightspeed Venture Partners Mike Mignano argues “recent technological breakthroughs in artificial intelligence, machine learning, and high speed internet access” will drive the market for creativity to new heights” in “The Creativity Supply Chain”

* Jellysmack is opening JellySmash Productions, “ an end-to-end content studio that will work alongside the biggest stars on platforms like YouTube and TikTok”

Original Content & “Genre Wars”

* A producer of the recently cancelled Netflix series “Resident Evil” complained publicly that the show was marketed poorly and failure lies at the feet of Netflix executives.

* G4, the video game television and online network backed by Comcast abruptly closed on Oct. 16, and The Washington Post's Nathan Grayson offered a post-mortem.

AVOD & Connected TV Marketplace

* The Wall Street Journal wrote about the emergence of clean rooms as a solution for data privacy regulations

* The FTC is evaluating advertising to children that is designed to ‘exploit children’s insecurities’ for profit

* According to research firm Omdia, TikTok has overtaken Netflix to become the second-most-popular video app among Americans under the age of 35, and YouTube remains the top platform among that demographic

Other

* YouTube will roll out audio ads globally and allow marketers to target users who are listening and watching podcasts on the platform.

Monday AM Briefing