individually investing
MA
Joined November 2019
- Tweets5.5K
- Following963
- Followers2.4K
- Likes9K
I have wondered if AI subscriptions would eventually crowd out streaming subscriptions. Given Musk's involvement in Skydance, maybe we see a Grok / Skydance bundle in the future. "Finish work faster, then watch" ... agrees w/ Ari Emanuel's view of ⬆️ leisure time = ⬆️ ent consump
Perhaps Starlink will repurpose CBS stations' "beach front spectrum" (a term I stole from @John_Hempton)
Funny enough, Netflix saw this future as far back as 2013
"as linear TV is viewed less, the spectrum it now uses on cable and fiber will be reallocated to expanding data transmission. Sat TV subs will be fewer, and mostly be in places where high-speed Internet ... is not available. The importance of high-speed Internet will increase."
and here's the @John_Hempton link where he uses the term "beach front spectrum" for anyone who cares
(funny the things that stay with you over time. why did i remember this post? who knows, but thanks, john!)
brontecapital.blogspot.com/2…
so they are more resistant to the rise of the internet. Other linear networks are likely to follow this model over time." $NFLX $FOX
s22.q4cdn.com/959853165/file…
“…people close to the company say Ellison and Musk have discussed a distribution deal. The details are still being worked out and a deal is far from certain. One option … could be tapping Starlink’s network to deliver live television to viewers’ homes.”
Elon's in at "roughly the same time as" Jobs ... so did he buy at $12 on an ex-warrant basis? And did he take a piece of Larry's commitment?
Read the full scoop from @rogoswami in Semafor Business:
semafor.com/article/10/22/20…
Gary retweeted
I believe it’s the only linear network that Skydance could sell that de-leveraged the company
As far as I can tell it’s non core to the company’s strategy (they won’t agree)
And this:
xitter.cf/elonmusk/status/211293…
In addition to a global output deal, I'm surprised there was no mention of a deal on the content library e.g. SpaceXSI receives exclusive rights to train on Skydance's library
John Malone Predicts a Major Deal Between Skydance and Elon Musk's SpaceX hollywoodreporter.com/busine…
I believe it’s the only linear network that Skydance could sell that de-leveraged the company
As far as I can tell it’s non core to the company’s strategy (they won’t agree)
And this:
xitter.cf/elonmusk/status/211293…
The thread below is becoming consensus*
That can only mean one thing: expect a pivot from Netflix, and soon
*or my algo feeds me what I want to see. I really can't tell anymore
In the immediate post-DVD era, had you asked me if I'd miss Netflix if it disappeared, I'd unequivocally have said yes. Streaming video on demand felt like magic.
If you asked me the same question today, I'm not so sure I'd miss Netflix at all.
$NFLX
1/3
WSJ suggests change is needed at Netflix. Vacant spot at the top of the film studio after Lin's unfilled departure. Meanwhile NBCU's Langley oversees 2026's top performing film studio. Comcast's NBCU (incl. sports rights) is the answer, & before it is spun off with toxic Sky
Tensions at Netflix have been building for months with co-CEO Ted Sarandos lamenting about the lack of hits. Many newsy nuggets here (including that thel layoffs initially were going to be broaders) $NFLX W/@benfritz @JBFlint wsj.com/business/media/netfl… via @WSJ
Who has linear TV assets for sale?
Scoop from @MattBelloni: Jeff Shell is planning to launch a stand-alone investment vehicle to acquire and manage linear television assets.
puck.news/jeff-shells-next-a…
@PuckNews
He’d be the helper that allows someone like Netflix to acquire NBCU which together with Sky will be spun out of Comcast.