(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, one ongoing “will they/won’t they” had a partial resolution last week, as Paramount officially nixed their Skydance acquisition deal. Trust me, ... Read MoreAnt...| Entertainment Strategy Guy
The theme of the week is “antitrust”. It didn’t start out that way, as Friday night’s leadership change at AT&T would have been the story of the week most weeks. (Though, I consider it less of a big deal than most, and that’s why it’s at the bottom of this column.) So which M&A story wins the crown? Most Important Story of the Week – Ending the Paramount Dissent Decrees ... Read MoreWhat Comes Next As The Paramount Consent Decrees End?| Entertainment Strategy Guy
2019 is off to a great start for “maps of the entertainment universe”. When I was writing on media consolidation, I wanted to make one of these to help explain this crazy industry in better detail. But I doubt it would have looked as good visualization as this Wall Street Journal visualization I saw on Twitter last week: Source: Wall Street Journal What I love about that image is that ... Read MoreValue Chains…Explained!| Entertainment Strategy Guy
LinkedIn founder Reid Hoffman gave $10 million to Harris' campaign and demanded an end to Biden's tariff and antitrust policies. Bernie Sanders reacted angrily.| www.thebignewsletter.com
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption| Stratechery by Ben Thompson