Video

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

Tuesday, December 9, 2025

An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game.

Netflix and the Hollywood End Game

Monday, December 8, 2025

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Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.

Netflix Earnings, KPop Demon Hunters and Netflix Hit Production

Thursday, October 23, 2025

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Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.

F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble

Tuesday, October 21, 2025

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F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.

Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

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Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

Sora the App, Sonnet 4.5 and the Question of Models as Processors

Wednesday, October 1, 2025

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OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.

Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

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The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.

YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power

Wednesday, September 24, 2025

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YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.

The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.

An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators

Wednesday, September 17, 2025

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An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.

It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

Netflix and the Hollywood End Game

Netflix Earnings, KPop Demon Hunters and Netflix Hit Production

F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble

It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?

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(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo

Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense

It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?

Tahoe Icons

(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

An Interview with Ryan Jones About Flighty and Building Apps in 2025