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    Explore "streaming services" with insightful episodes like "How Hollywood Drove Its Business Model Off a Cliff", "Ozempic the Anti-Addiction Drug, Age of Streaming Mergers, & Bezos's Boat", "Writers Strike & The Future of Streaming", "EPA says EVs are the Future, NPR leaves Twitter, Walmart is over Chicago" and "The best streaming services in 2023" from podcasts like ""Plain English with Derek Thompson", "Morning Brew Daily", "Motley Fool Money", "Morning Brew Daily" and "The Vergecast"" and more!

    Episodes (69)

    How Hollywood Drove Its Business Model Off a Cliff

    How Hollywood Drove Its Business Model Off a Cliff
    The trouble brewing in the media and entertainment industry has become one of the most interesting—and truly perplexing—business stories in the world. How does everything seem so bad at the same time? The domestic box office is still in a recession. Pay TV is a nightmare. Streaming is a money pit. And actors and writers are on strike. How did this happen? And could it get worse before it gets better? Today’s guest is Julia Alexander, director of strategy for Parrot Analytics and a writer with Puck News. We discuss a brief history of Hollywood, how we got to this point, how Disney’s plight in particular tells a story of how streaming has roiled this town, how the strikes fit into this picture, and what these companies should do now. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. You can find us on TikTok at www.tiktok.com/@plainenglish_ Host: Derek Thompson Guest: Julia Alexander Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Ozempic the Anti-Addiction Drug, Age of Streaming Mergers, & Bezos's Boat

    Ozempic the Anti-Addiction Drug, Age of Streaming Mergers, & Bezos's Boat
    Episode 65: Neal and Toby discuss the increasing buzz around potent weight loss drugs with Pfizer's oral version and Ozempic's anti-addiction side effects. Then, Showtime merges with Paramount+, Max absorbs Discovery+, and Disney+ wants to include Hulu. Are we entering the age of streaming mergers? Meanwhile, Western states reach a deal that might stop its main water source from completely drying up. Lastly, Jeff Bezos just popped the question to his girlfriend but why are people only talking about who the figurehead on his yacht looks like. Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice Listen Here: https://link.chtbl.com/MBD Watch Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

    Writers Strike & The Future of Streaming

    Writers Strike & The Future of Streaming
    The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    EPA says EVs are the Future, NPR leaves Twitter, Walmart is over Chicago

    EPA says EVs are the Future, NPR leaves Twitter, Walmart is over Chicago
    Episode 38: Neal and Toby discuss the EPA's latest emission rules and why the agency is pushing hard for electric vehicles to hit the road. Plus, why NPR is leaving twitter. And jury selection is set to begin in the Fox-Dominion billion dollar lawsuit. HBO Max is just max now, and Walmart hates Chicago? Also, how the new pitch clock at MLB games is impacting beer sales. Learn more about our sponsor, TaxAct: https://www.taxact.com Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice Listen Here: https://link.chtbl.com/MBD Watch Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

    The best streaming services in 2023

    The best streaming services in 2023
    What are the best streaming services in 2023? Nilay, Alex, and David decide in the most chaotic way possible: with draft-style picks. The crew debates the best roster for the future of entertainment — from Netflix to Hulu to HBO Max to a few surprises. Who is the MVP, and who gets snubbed? Find out in our inaugural Vergecast streaming draft. Read more: theverge.com/streaming-wars Vote for us in the People’s Voice Webby Awards for Best Technology Podcast: http://bit.ly/3moCTDs  Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Our Film Critic on Why He’s Done With the Movies

    Our Film Critic on Why He’s Done With the Movies

    A.O. Scott started as a film critic at The New York Times in January of 2000. Next month he will move to the Book Review as a critic at large.

    After 23 years as a film critic, Mr. Scott discusses why he is done with the movies, and what his decision reveals about the new realities of American cinema.

    Guest: A.O. Scott, a longtime film critic for The New York Times.

    Background reading: 

    For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. 

    Netflix, Comcast, Southwest Airlines

    Netflix, Comcast, Southwest Airlines
    If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.  Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    True or False: 10 Controversial Predictions About the Future of Streaming, Tech, and Media

    True or False: 10 Controversial Predictions About the Future of Streaming, Tech, and Media
    Last year was a bloodbath for media of all stripes. Netflix crashed, the advertising market cratered, Disney fired a CEOBob and replaced him with a CEOBob, and meanwhile, the domestic box office for films remained dormant. Outside of a handful of huge hits like 'Top Gun: Maverick,' the movie business is struggling to get people to see original movies that aren’t just the latest installation of familiar franchises. But one mistake that media people, like me, can often make is that we mistake current trends for permanent trends. So I thought what we’d do today is run through several predictions and provocations that I’m hearing from my friends and sources in the media and entertainment space, throw all of them at a smart media analyst, and see what they have to say about the prevailing wisdom. Today’s smart media analyst is return guest Rich Greenfield from Lightshed. Host: Derek Thompson Guest: Rich Greenfield Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Business of superhero films, James Gunn's DC reboot + OK Boomer w/Alex Banks | E1633

    Business of superhero films, James Gunn's DC reboot + OK Boomer w/Alex Banks | E1633

    First up, Lon Harris joins to cover James Gunn's DC reboot (2:14), the business of superhero films (28:18), the top films of the year debate (37:15), and more! Then, Producer Rachel is back with another edition of OK Boomer, featuring through the Noise and Tribescaler founder Alex Banks! (1:21:27)

    (0:00) J+M tee up today's segments!

    (2:14) Lon Harris joins the show to discuss DC's James Gunn-led revamp

    (9:29) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist

    (10:37) Lon's thoughts on James Gunn's new DC plan, and what's working in the box office right now

    (26:44) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist

    (28:18) The business of superhero films

    (35:40) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist 

    (37:15) Jason reacts to AO Scott's Best Movies of 2022 list

    (44:19) Lon's top movies of 2022

    (58:06) Other ongoing stories at Warner Bros Discovery and HBO Max

    (1:21:27) OK Boomer: Producer Rachel interviews Through the Noise and Tribescaler founder Alex Banks

    FOLLOW Lon: https://twitter.com/lons

    FOLLOW Alex: https://twitter.com/thealexbanks

    FOLLOW Jason: https://linktr.ee/calacanis

    FOLLOW Molly: https://twitter.com/mollywood

    Subscribe to our YouTube to watch all full episodes:

    https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1


    The Evolution of Max

    The Evolution of Max
    Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tesla + Netflix Q3 earnings, Kevin Hart's VC fund, Twitter ideas, revamping the DCEU | E1591

    Tesla + Netflix Q3 earnings, Kevin Hart's VC fund, Twitter ideas, revamping the DCEU | E1591

    First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verification. (27:29) Then, Lon Harris joins the show to cover Netflix's Q3 earnings, its coming ad-supported tier, and how he would revamp the DCEU! (37:19)

    (0:00) J+M tee up today's segments!

    (2:09) Tesla Q3 earnings breakdown

    (15:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist

    (17:08) Kevin Hart lands JP Morgan as an LP for Hartbeat Ventures, his VC firm

    (26:05) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

    (27:29) Twitter verification ideas

    (35:52) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist

    (37:19) Lon Harris joins the show to break down Netflix's Q3 earnings and its plans for an ad-supported tier

    (1:00:05) Head of DCEU leaves, Lon gives his thoughts on how he would revamp DC to compete with the MCU

    FOLLOW Lon: https://twitter.com/lons

    FOLLOW Jason: https://linktr.ee/calacanis

    FOLLOW Molly: https://twitter.com/mollywood

    Subscribe to our YouTube to watch all full episodes:

    https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

    Apple's new feature & potential ads business + more HBO Max layoffs & chaos | E1538

    Apple's new feature & potential ads business + more HBO Max layoffs & chaos | E1538

    New segment alert! J+M debut "Little Big Things" to highlight a unique new feature from Apple (1:46), before breaking down the company ramping up its ads business and what that means for consumers. (10:49) Then, Lon Harris joins to break down all things streaming. (21:20)

    (0:00) J+M intro today's segments!

    (1:46) New segment! Little Big Things: Apple News audio stories

    (9:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist 

    (10:49) Apple's potential ads business: great for revenue, potentially bad for consumers

    (20:08) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist

    (21:20) Lon joins and Jason discusses Molly's appearance on the Pivot podcast!

    (23:47 More chaos at $WBD: 14% RIF at HBO Max, 30+ titles getting canned off streaming, bad feelings with creators

    (37:59) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist

    (39:20) Digital distribution rights, how Netflix changed the industry and how Warner Bros Discovery might use this recent move as leverage going forward

    (43:20) New series premiering with massive budgets: House of the Dragon, Rings of Power; breaking down the math on why these shows cost $20M-$58M per episode

    (55:32) Streaming overtakes cable viewership for the first time!

    $WBD shakeup, streaming earnings, Locket raises $12.5M, Lina Khan/FTC sues Meta | E1526

    $WBD shakeup, streaming earnings, Locket raises $12.5M, Lina Khan/FTC sues Meta | E1526

    Lon Harris joins the show to break down the chaotic shakeup going on at Warners Bros. Discovery, what's happening with HBO Max, potential new roadmaps for the DCEU, and more. (2:46) Then, J+M break down a new intimate social app called Locket raising $12.5M (44:02) and Lina Khan taking action against Meta. (51:39)

    (0:00) J+M intro today's topics!

    (2:46) Lon Harris joins to break down what is going on at Warner Bros. Discovery

    (14:05) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST

    (15:22) Is streaming subscription revenue a viable business compared to big box office hauls? Is $WBD making a terrible move re: creative relationships?

    (24:26) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com

    (25:48) Discovery vs. HBO branding, Roku/Paramount Plus subscriber counts

    (38:11) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at https://aka.ms/thisweekinstartups

    (39:34) Lon's crypto queen series update

    (44:02) Social app Locket raised a $12.5M early-stage round of funding

    (51:39) Lina Khan sues Meta over a ~$400M VR acquisition and tries to change the antitrust precedent

    The JWST's first space images, YouTube TV's bundle bet, and the Vergecast Hotline Q&A

    The JWST's first space images, YouTube TV's bundle bet, and the Vergecast Hotline Q&A
    Last week, we put a call out to people on Twitter about our new Vergecast Hotline, a phone line we set up for anyone to leave a message about a tech-related question they may have — whether it’s how to find your next router, when Spotify HiFi is actually coming, how to track when all of your favorite shows have new episodes, or whatever — so we can answer them on The Vergecast. We plan to do this about once a month, so if you missed it, that number is 866-VERGE11 (866-837-4311). It’s still open, and you can call at any time. We have a ton of great questions already, so we picked out a few voicemails we liked for today’s episode. Our colleagues — Verge reviewer Jennifer Pattison Tuohy, Hot Pod reporter Ariel Shapiro, Verge writer Cameron Faulkner, and managing editor Alex Cranz — help answer these questions on the show. You can hear that segment at around 31:00 in the episode. There’s a lot more in today’s episode as well. David starts the show with senior science reporter Loren Grush to chat about what it took to get those beautiful images from the James Webb Space Telescope we saw this week. In the middle of all of this, David spends some time on the show talking about YouTube TV — the video platform that is trying to make the cable bundle model work for streaming. Christian Oestlien, VP of product management at YouTube, talks about the goals for YouTube TV and its approach to bundling packages. You can listen to that segment around 20:44 in the episode. Email us at vergecast@theverge.com, we'd love to hear from you. Call our Vergecast Hotline! 866-VERGE11 (866-837-4311) Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Office Hours: Portfolio Diversification, the Streaming Industry, and the Future of Brand Strategy

    Office Hours: Portfolio Diversification, the Streaming Industry, and the Future of Brand Strategy
    Scott answers a question about investing in individual stocks vs. ETFs, and how to diversify your portfolio. Scott also takes a question regarding the streaming industry’s future and offers his advice to a brand strategist.  Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Beth Kindig on Tech Stocks

    Beth Kindig on Tech Stocks
    As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate (19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks. Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Illusion of ESG Investing — with Tariq Fancy

    The Illusion of ESG Investing — with Tariq Fancy
    Tariq Fancy, the founder and CEO of The Rumie Initiative and the former chief investment officer for sustainable investing at BlackRock, joins Scott to discuss how ESG investing acts as “a dangerous placebo that harms the public interest.” We also hear Tariq’s take on the current state of the markets. Follow Tariq on Twitter, @sosofancy. Scott opens with his thoughts about lobbying revenue reaching an all-time high, ad-supported streaming tiers, and Peloton’s move to the rundle.  Algebra of Happiness: knowing when to dial back.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Business Side of Super Bowl 56

    The Business Side of Super Bowl 56
    Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including: - How broadcasters and streaming companies approach live sports - The challenge of getting subscribers to stick with a streaming service - Why some consumer goods companies are aiming for more than just brand recognition - Sports betting's evolution and growth - Prop bets! Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN Host: Dylan Lewis Guests: Maria Gallagher, Asit Sharma, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    Rapid Disney+ growth, Predicting preference with Qloo's Alex Elias, OK Boomer: Zehra Naqvi's Z-list | E1384

    Rapid Disney+ growth, Predicting preference with Qloo's Alex Elias, OK Boomer: Zehra Naqvi's Z-list | E1384

    Jason and Molly open the shown discussing Disney’s Q1 Earnings and the 37% increase in Disney+ subscribers (01:51).

    Then, Qloo CEO Alex Elias joins to discuss his AI prediction company (21:12). You will learn:

    1. How Qloo uses machine learning to understand taste and draw cultural correlations

    2. Why Qloo adopted an API business model and is focused on developers

    3. Ways businesses and brands are using Qloo to improve customer experience and drive revenue


    To wrap, we have an “OK Boomer” segment where Producer Rachel speaks with Zehra Naqvi from Republic (45:21). They disucss Zehra's work at Republic as an investment associate (48:00) and how Zehra developed the Z-list to facilitate intros between startups & VCs (55:21).



    (00:00) Jason and Molly open the show, Disney Earnings, Alex Elias from Qloo, Rachel OK Boomer

    (01:51) Disney added 34% increase in revenue and 37% increase in Disney plus subscribers

    (06:56) Netflix vs. Disney on streaming growth

    (10:07) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist

    (11:37) How different streaming companies cultivate and develop new IP vs. exploit existing IP

    (19:42) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist

    (21:12) Alex Elias from Qloo, a company that uses artificial intelligence (AI) to understand taste and draw cultural correlations

    (26:48) How Qloo is used by developers to make predictions

    (32:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist

    (33:15) Qloo's business model and example use cases with large brands

    (40:10) How restaurant groups are using Qloo to determine the right music for their restaurants

    (45:21) OK Boomer intro, Rachel speaks with Zehra Naqvi from Republic

    (48:00) Zehra's work at Republic as an investment associate

    (51:09) The path to being an investment associate

    (55:21) How Zehra developed the Z-list to facilitate intros between startups & VCs


    Check out Qloo: https://www.qloo.com

    FOLLOW Alex: https://twitter.com/ape

    FOLLOW Zehra: https://twitter.com/zehranaqvi_

    FOLLOW Jason: https://linktr.ee/calacanis
    FOLLOW Molly: https://twitter.com/mollywood

    1 Business, SO MANY Opinions!

    1 Business, SO MANY Opinions!
    (:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO (13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business. Stocks discussed: DIS, CHWY, PTON, APRN, BIRD Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices