Analyst/writer/investor-to-be Matthew Ball gives his predictions on how Disney, Netflix, Apple and Amazon are faring in the ‘battle royale’ - the streaming wars. He gives Peter Kafka his insight on Amazon Video from his time there, and talks about why he's bullish on Disney but skeptical about WarnerMedia. He also explains how he used the internet to transfo ... Show More
Jun 3
How Dhar Mann Turned After-School Specials Into A Billion-View Business
Dhar Mann’s videos look simple, because they are simple: Someone acts badly, someone learns a lesson, everyone gets a moral by the end. You don’t have to be a kid to enjoy these, but it helps.The business behind them is complex. Mann has built a scripted-video studio that turns o ... Show More
37m 31s
May 27
Dow Jones CEO Almar Latour Explains Why Boring Data Is a Great Media Business
I think of Dow Jones as The Wall Street Journal, because that’s the part I know — and the part I used to work near/around/inside. But Dow Jones CEO Almar Latour has built a much bigger business around the Journal: risk and compliance, energy data, Factiva, AI deals, and other stu ... Show More
46m 45s
Mar 2025
How YouTube Became TV (While TV Struggles to Be YouTube)
Matt is joined by Hernan Lopez, the founder of Owl & Co and Wondery, to discuss how the narrative is rapidly shifting in the direct-to-consumer landscape now that streaming is, mostly, profitable! Hernan explains why YouTube dwarfs Netflix in consumption but Netflix dwarfs YouTub ... Show More
32m 28s
May 2025
Netflix and the Fall of Television | The Mouse Strikes Back | 2
<p>After Netflix poaches Shonda Rimes, one of the most successful television producers on ABC, a Disney-owned network, Disney decides it can’t just sit back and let Netflix keep eating into their market share. Disney CEO Bob Iger decides that Disney is going to launch its ow ... Show More
37m 53s
Dec 2023
A Shocking Netflix Dump, Plus Lessons From Our Fav Holiday Flicks
Netflix delivered your Christmas gift early this year! For the first time ever, the platform just released all of its streaming data! This “data dump” is beneficial for many in the industry, and it seems we will be getting more of these gifts in the foreseeable future.
In today ... Show More
1h 27m
Dec 2024
Which Streaming Shows Hit and Bombed in 2024?
Matt is joined by the Entertainment Strategy Guy, a former streaming exec, to sort through the mirky waters of streaming data and find out which streaming tv shows were actually hits, which were major flops, which were underrated successes, and which were bigger bombs than anyone ... Show More
36m 26s
Sep 2023
Alex Winter: The YouTube Effect, Magic Camp + Baby Shark!
Actor, producer, and director Alex Winter, best known for his role in the "Bill & Ted” films joins Jason and Peter to explain how YouTube’s algorithm is a beast that really can't be tamed once it's been unleashed, and it's already been unleashed. Really, no really? Actually, the ... Show More
49m 1s