A free and chart-filled mini-book on where we are in the Streaming Wars, have been, and will go.

After a decade of dominance at the box office, the franchise turns its attention to the small screen

These excellent shows made the long evenings and weekends in isolation tolerable

With a clutch of awards for “Succession” and “Watchmen”, HBO reigned supreme

Patrick and I went deep into topics including the Metaverse (its technical challenges, opportunities, and philosophy), IP and the role of business model and technical innovation in storytelling, the Unreal Engine, Cloud Gaming, Fortnite as a competitor to Spotify, and more.

Streaming content spend needs to be handicapped based on the ability of a network to create hits and a library of value. As a result, the gap between the biggest and smallest spenders is tighter than the topline numbers suggest.

We’ll see an accelerated end of Pay-TV subscribers and ad revenues, more competition OTT, and several of Netflix’s short-term woes get worse

I join Ben Thompson’s Stratechery for a podcast on digital theme parks, Bob Iger and the fallacy of Netflix v Disney and Content v Distribution

What’s happening to Pay-TV in 2020 isn’t just more OTT competition and higher prices. It is instead something new and unprecedented in media: the systemic undermining and defunding of a business with years and years of life left

Here, I touch on how each service will initially and then need to position themselves, the flaws of the “race to scale” and the overlooked importance of execution, why Disney+ was so successful, and more.

The most popular narratives hide the truth of competition, scalability, and monetization.

For all of Disney’s success in the media industry and with Disney+, its SVOD lessons are remarkably conventional and broadly applicable

After a long, arduous day of staring at your computer screen at work, sometimes nothing feels better than staring at your computer screen at home. But who owns that screen? We dive into the streaming wars to find out.

Co-written with Hulu’s former Head of Content Acquisition Alex Kruglov.

If media matters to consumers, but they won’t spend a lot on it, the efficient use of content is to drive other businesses that have better (and bigger) economics. And this is exactly what’s happening.

The new streaming service is an important cog in the Disney machine

As the number of platforms and scripted programmes has increased, the shows celebrated at the awards have become more obscure

As media monoliths bundle their offerings, consumers will once again have to pay for a bunch of shows they don’t want. Only these will have an agenda.

Viacom had the culture to not only survive in the digital era, but to thrive. Why did it fall and how will it come back?

Another day, another box office disappointment. Or record. Or franchise hit. Or franchise RIP. Or indie sleeper. Or indie sleep-with-the-fishes. What's going on?