YouTube is taking over Hollywood
Movies directed by YouTubers are suddenly blowing up at the box office. Backrooms and Obsession are both smash hits, and The Amazing Digital Circus had a big debut last week. Is this the moment YouTube truly takes over Hollywood? Julia Alexander, media correspondent at Puck, walks us through the much longer history of YouTube on the big screen, and helps us figure out where this all goes next. Is the future just really, really big YouTube videos?
Further reading:
Backrooms is at the forefront of horror’s YouTube wave
Iron Lung’s path to theaters was unique, even if the movie isn’t
YouTube is everything and everything is YouTube
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Millions of books died so Claude could live
AI companies want all the data, everywhere, to make their models bigger and better. That means a lot of questions about piracy and copyright, and at least in one case it means Anthropic systematically destroying countless books just to feed them to the model. The Washington Post's Will Oremus joins the show to explain how that worked, why Anthropic, Meta, OpenAI and others are doing it, and what the law has to say. Then, Puck's Julia Alexander helps David figure out whether Netflix is serious about showing movies in theaters, and what theaters need to do to survive in the entertainment business going forward.
Further reading:
From The Washington Post: Anthropic ‘destructively’ scanned millions of books to build Claude
Anthropic wins a major fair use victory for AI — but it’s still in trouble for stealing books
Meta’s AI copyright win comes with a warning about fair use
Did AI companies win a fight with authors? Technically
From Puck: Why Netflix Needs Warner Bros.
Welcome to the big leagues, Netflix
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Netflix is eating Hollywood — because it has to
Today, we’re talking about the bidding war over Warner Bros. Discovery, which is the biggest story in the entertainment industry right now, and for good reason. It has pretty much everything you could want in a buzzy Hollywood saga — big names, big money, and big drama.
To help me make sense of it all, I wanted to talk with Julia Alexander, a Verge alum and now media correspondent at Puck News who’s one of the best in the business at analyzing corporate strategy, Hollywood, and what’s next in entertainment. Julia really helped me break down why Netflix is the clear front runner to acquire Warner Bros., why David Ellison of Paramount Skydance is so desperate to win, and, perhaps most importantly, how the tech industry fits into this puzzle.
Links:
Netflix is buying Warner Bros. for $83 billion | The Verge
Paramount launches hostile $108 billion bid to snatch Warner | The Verge
Netflix revises Warner Bros. bid to an all-cash offer | The Verge
Why Netflix needs Warner Bros. | Puck News
The Warner Bros. bidding war Is over | Bloomberg
The Son King of Hollywood | Vulture
FCC Chair: ‘Legitimate competition concerns’ with Netflix’s Warner deal | Variety
Netflix's Ted Sarandos to testify at antitrust hearing over Warner deal | Variety
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Credits:
Decoder is a production of The Verge and part of the Vox Media Podcast Network.
Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane.
The Decoder music is by Breakmaster Cylinder.
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Disney just fought off a shareholder revolt — but the clock’s still ticking
Today, we're talking about Disney, the massive activist investor revolt it just fought off, and what happens next in the world of streaming. Because what happens to Disney really tells us a lot about what's happening in the entire world of entertainment. Earlier this month, Disney survived an attempted board takeover from businessman Nelson Peltz. While investors ultimately sided with Disney and CEO Bob Iger, the boardroom showdown made something very clear: Disney needs to figure out streaming and get its creative direction back on track.
To help me figure all this out, I brought on my friend Julia Alexander, who is VP of Strategy at Parrot Analytics, a Puck News contributor, and most importantly, a former Verge reporter. She's a leading expert on all things Disney, and I always learn something important about the state of the entertainment business when I talk to her.
Links:
The Story of Disney+ — Puck News
Disney’s CEO drama explained, with Julia Alexander — Decoder
Is streaming just becoming cable again? Julia Alexander thinks so — Decoder
Disney Fends Off Activist Investor for Second Time in 2 Years — NYT
For Disney, streaming losses and TV’s decline are a one-two punch — NYT
Disney’s ABC, ESPN weakness adds pressure to make streaming profitable — WSJ
Disney reportedly wants to bring always-on channels to Disney Plus — The Verge
The Disney Plus-Hulu merger is way more than a streaming bundle — The Verge
Disney’s laying off 7,000 as streaming boom comes to an end — The Verge
The last few years really scared Disney — Screen Rant
Credits:
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Nick Statt and was edited by Callie Wright. Our supervising producer is Liam James.
The Decoder music is by Breakmaster Cylinder.
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Disney’s CEO drama explained, with Julia Alexander
Today, we need to talk about Bob. Two Bobs, actually: Bob Iger, the former and now current CEO of Disney, and Bob Chapek, the man Iger handpicked as his replacement, who flamed out and was fired by the board, and then, on November 20th, was replaced by Bob Iger. Bobs, man.
The heart of this whole thing is total Decoder bait. It’s a story about how to structure a company like Disney. Then you add in the complexity of the shift to streaming, the future of TV and movies generally, and the gigantic reputation of a character like Bob Iger, who many people think could plausibly run for president. There’s just a lot going on here.
Whenever I need to talk Disney, media, and Bobs, I call one person: Julia Alexander, director of strategy at Parrot Analytics and a former reporter at The Verge. Julia pays a lot of attention to the streaming giants, she’s sourced inside all the companies battling for our attention, and she has a lot to say about the Bobs.
Links:
Bob Iger steps back in as Disney CEO, replacing Bob Chapek
Reed Hastings on Twitter
Disney+ launch lineup: Every movie and TV show available to stream on day one - The Verge
Bob Iger steps down as Disney CEO, replaced by Bob Chapek - The Verge
Disney streaming chief Kevin Mayer resigns to become TikTok CEO - The Verge
Disney Plus surpasses 100 million subscribers - The Verge
Meta announces huge job cuts affecting 11,000 employees - The Verge
Netflix's $6.99 per month ad tier is now live
Stranger Things - The Verge
Disney’s major reorganization is good news for anyone who loves Disney Plus - The Verge
Functional Structure: Advantages and Disadvantages | Indeed.com
Pros and Cons of Implementing a Divisional Structure | Indeed.com
Disney Proposal to Restructure, on McKinsey’s Advice, Triggered Uproar From Creative Executives - WSJ
Disney Shows the Limits of Streaming - WSJ
Disney Erases Almost All Its Pandemic Gains After Earnings Miss
‘Strange World’: Beautiful to look at, but not much below the surface - The Washington Post
Watch The Future Of | Netflix Official Site
Kevin Mayer quits as TikTok CEO due to ongoing political turmoil - The Verge
Kevin Mayer Says His Firm Is In Deal Mode After Buying Reese Witherspoon's Hello Sunshine
WarnerMedia CEO Jason Kilar announces exit as Discovery deal nears close - The Verge
Transcript:
https://www.theverge.com/e/23259187
Credits:
Decoder is a production of The Verge and part of the Vox Media Podcast Network.
It was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright.
The Decoder music is by Breakmaster Cylinder. Our Editorial Director is Brooke Minters and our Executive Director is Eleanor Donovan.
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655: Streaming Check-in with Julia Alexander
Julia Alexander drops by to discuss the world of streaming services, and how Apple stands apart from its competitors in the space. Also discussed: the sad lack of modern orange notebooks, the importance of the Apple Watch and some of Julia's go-to apps.
This episode of Mac Power Users is sponsored by:
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Guest Starring:
Julia Alexander
Links and Show Notes:
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Julia Alexander (@loudmouthjulia) / Twitter
Parrot Analytics
Julia Alexander, Author at Puck
Downstream - Relay FM
20 years later, and streaming Harry Potter is still too complicated - The Verge
The Clamshell iBook G3 - MacStories
Macbook Pro & Macbook Skins, Wraps & Covers » dbrand
Apple hires former HBO chief to produce original titles exclusively for Apple TV Plus - The Verge
Sony and Netflix Announce Movie Deal Starting in 2022 - Variety
Smart Tasks – Lists Made Easy
JustWatch - The Streaming Guide
Teeter (Up) on the App Store
Notion
Flush - Toilet Finder & Map on the App Store
(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia
The great Julia Alexander (@loudmouthjulia) joins us to talk about Netflix's big earnings bomb, CNN+ biting the big one, and the state of the streaming wars.
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Is streaming just becoming cable again? Julia Alexander thinks so
Julia Alexander was the perfect guest to come on our show and talk about the state of the streaming industry – we’re a couple years into the huge shift to streaming entertainment in Hollywood, and it’s clear the streamers are here to stay. Apple just won the Oscar for Best Picture for a film it bought out of Sundance called Coda. Amazon now owns MGM. Netflix is investing in games and hinting at advertising for the first time. One idea that comes up on Decoder again and again is that how we distribute media has a huge influence on the media itself – and we talked about what kinds of movies and shows are getting made now that the streamers are here to stay.
Links:
Downstream Podcast
‘Extremely awkward’: Bob Chapek and Bob Iger had a falling out, they rarely talk — and the rift looms over Disney’s future
Pixar staff speaks out against Disney moving its films to streaming only: ‘It’s hard to grasp’
HBO Max and Discovery Plus will merge into one app
Apple and Major League Baseball to offer “Friday Night Baseball”
Yankees will have 21 games only available on Amazon Prime
Prime Video unveils logo for 'Thursday Night Football'
CNN Plus launches with Reddit-like interactive Q&As
Transcript:
https://www.theverge.com/e/22774600
Credits:
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright.
The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino and our Executive Producer is Eleanor Donovan.
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364: Content Arms Dealer
Myke's headed off on vacation, but before he goes, he's made time to discuss last week's Apple financial results. Then Jason welcomes special guest Julia Alexander for a mega-Upstream about ScarJo v. Disney, the future of the movies, and the current state of affairs for streaming services.
This episode of Upgrade is sponsored by:
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Guest Starring:
Julia Alexander
Links and Show Notes:
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the Tea Maker™ Kettle • Breville
Ember
Apple posts $81B quarterly results: Charts – Six Colors
Even iPhone chip shortages can't slow down Apple's money train | Macworld
Apple Earnings, Microsoft and LinkedIn – Stratechery by Ben Thompson
Scarlett Johansson Sues Disney Over ‘Black Widow’ Streaming Release - WSJ
Scarlett Johansson’s ‘Black Widow’ Lawsuit May Be Legally Weak – The Hollywood Reporter
Scarlett Johansson’s ‘Black Widow’ Was Sacrificed To Boost Disney+’s Marvel Shows
It’s not just you, streaming the Olympics is a mess - The Verge
julia alexander (@loudmouthjulia) / Twitter
(Bonus) Is The Netflix Algo Broken? With Julia Alexander @loudmouthjulia
On a recent weekend longreads segment, I recommended a piece by The Verge’s Julia Alexander asking whether Netflix’s recommendation algorithms were broken, or maybe borked. We’re going to talk a bit about that today, but since Julia is on the Streaming Wars beat at The Verge, you know how I love to talk about the streaming wars, and we are right about at the point where the battle is going to be joined in earnest.
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