Haven’t watched but plan to.
Leaving it here for now.
This looks to be one to watch. Not always agree with him but love the data.
Finally, as we think about the next decade or two, we have some new fundamental building blocks. The internet began as an open, ‘permissionless’, decentralized network, but then we got (and indeed needed) new centralised networks on top, and so we’ve spent a lot of the past decade talking about search and social. Machine learning and crypto give new and often decentralized, permissionless fundamental layers for looking at meaning, intent and preference, and for attaching value to those.
Some good write-ups on the current state of video in India – at least one POV.
Interesting way for Amazon to play the free OTT game:
Amazon is expected to announce a free, ad-supported video service with libraries of past TV shows and movies. The offering, which is similar to The Roku Channel and Hulu, will let advertisers use Amazon’s first-party data to target advertising.
This one baffles me a bit. I guess FB is a larger role but was assuming with the growth of HotStar and the idea that it was going to go semi-global that it offered a fairly big trajectory.
Scary how all the big companies can mop up talent at will.