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Deep-ish Thoughts
We learned the hard way, so you can do it the smart way.
The Kids Aren’t Alright
The Kids Aren’t Alright Platforms profit from children. Parents profit from platforms. Snapchat’s stock just tanked. A new class-action lawsuit claims executives misled investors...
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Jake Paul’s Circus Can’t Touch This: Bundesliga’s YouTube Power Play
Jake Paul’s Circus Can’t Touch This Bundesliga’s YouTube Power Play While Jake Paul was parading around Studio City selling another pay-per-view circus dressed up as...
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Dear Jim, Don’t Fuck Around With the Cuban
Dear Jim, Don’t Fuck Around With the Cuban Every morning, I walk the hills above my home. The road ends where the Santa Monica...
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Chrome’s Future Isn’t for Sale — If It Were, It Should Belong to Everyone
Chrome’s Future Isn’t for Sale — If It Were, It Should Belong to Everyone Last week, Perplexity claimed it wanted to buy Google Chrome...
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Placeholder Products
Placeholder Products What Roku’s Howdy and Fox One tell us about the future of direct-to-consumer streaming Two new streaming services were announced this week....
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fractional leadership + the outsider advantage
fractional leadership + the outsider advantage big companies. small companies. the pattern is the same: leadership waits too long to bring in senior strategy...
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Superbundling: The Coming Platform Wars
Superbundling: The Coming Platform Wars Everyone in streaming talks about “bundles” like they just invented it. Bundle services, reduce churn, call it innovation. That’s...
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The Gates Were Power
The Gates Were Power “There’s something sacred about walking through the gates of Paramount, Warner Bros, Sony, Fox or Disney.”— Gary Lucchesi, producer (Million...
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Everyone’s a Platform. No One’s in Control.
Everyone’s a Platform. No One’s in Control. Stephen Colbert is out at CBS.Substack just raised another $100 million.Ben Thompson mapped how AI removed the...
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The Platform Wars: Beauty on LinkedIn and the Battle for Creator Loyalty
The Platform Wars: Beauty on LinkedIn and the Battle for Creator Loyalty Unilever, TikTok, and Instagram just revealed where the creator economy is headed...
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The AI War Is Here. Here’s How Creators and Small Businesses Can Win.
The AI War Is Here. Here’s How Creators and Small Businesses Can Win. AI is changing everything about how content gets made, distributed, and...
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Slow Is Smooth, Smooth Is FAST: Rethinking the Next Wave of Streaming
Slow Is Smooth, Smooth Is FAST: Rethinking the Next Wave of Streaming In an age of infinite content and zero patience, everything feels like...
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Creators: The Game Is Changing. Are You Ready?
Creators: The Game Is Changing. Are You Ready? AI, algorithms, and Big Tech are reshaping the creator economy at warp speed. If you’re not...
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From Studio Systems to Solo Creators: How Music, TV, and Games All Follow the Same Curve
From Studio Systems to Solo Creators: How Music, TV, and Games All Follow the Same Curve A quiet revolution has been reshaping the creative...
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AI, Generalists, and the New Tipping Point
AI, Generalists, and the New Tipping Point A few years ago, I read Range by David Epstein and found it compelling. The core idea...
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The Platforms Never Really Loved Creators — They Just Needed Them
The Platforms Never Really Loved Creators — They Just Needed Them For the better part of a decade, creators were the beating heart of...
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Tariffs, Tight Wallets, and the Creator Economy Squeeze
Tariffs, Tight Wallets, and the Creator Economy Squeeze Tariffs. Inflation. Flatlining fan spend. The headlines make it sound like a macro story. But zoom...
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Netflix, Fungible Creators, and the Shrinking Pie for Everyone Else
Netflix, Fungible Creators, and the Shrinking Pie for Everyone Else Netflix’s new move into video podcasts isn’t just about diversifying formats. It’s about owning...
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Are Movies Really Back? Depends on Who You Ask
Are Movies Really Back? Depends on Who You Ask Lately, there’s been a lot of noise about Hollywood’s big comeback. The headlines are glowing:...
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For Gen Z and Gen A, Creators Aren’t the Alternative—They’re the Default
For Gen Z and Gen A, Creators Aren’t the Alternative—They’re the Default A new Deloitte study just confirmed what many of us already knew...
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