If you have been seeing lots of noise about YouTube and TV, this might be helpful to understand what is being measured (and what isn’t).
30.08.2025 11:15
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If you have been seeing lots of noise about YouTube and TV, this might be helpful to understand what is being measured (and what isn’t).
And Apple's 30% charge to third parties monetising on their platform take a similar hit. So good news for @Patreon @Spotify @netflix and any other subscription service.... 3/4
These judgements are a really big deal - some calling them a sea change in antitrust rules - and depending on the remedies and appeals could see Google's hold over search and ads take a hit...2/4
The future shape of the internet as we know it is being decided in various court cases in the US, and in the last week, two significant decisions went against both Google and Apple - although how they shake out we'll have to wait and see (Apple is appealing). 1/4
Was Beast Games a hit? And was one of the purposes of the show to help Amazon reach new subscribers in India where MrBeast is mega popular? businessoftv.substack.com/p/mrbeasts-t...
Concerns about the government's approach to AI & what it means for the future rights of artists & creators - read this piece by Laura K following Paul McCartney's intervention lnkd.in/eSD3ewnG The Creative Rights in AI Coalition asks you to email your MP: creativerightsinai.eaction.org.uk/MP
Not just cycling - lots of other niche fans gutted as their sport goes from free or £40 a year to £370 a year as WBD shuts Eurosport and puts everything under TNT. Do people want to watch lots of niche sports or just the one or two they care about - if the latter, hard to justify the price.
I wrote this week’s briefing and (for the Asian edition but I’m counting it) cover story, on the impressive string of successes coming from China’s AI sector:
econ.st/4h5quLN
Did the success of broadcaster streaming services (in the UK at least) delay disruption to the TV market? businessoftv.substack.com/p/how-stream...
The AI bubble was inflated based on the idea that we need bigger models that both are trained and run on bigger and even larger GPUs. A company came along that has undermined the narrative - ways both substantive and questionable - and now the market panicked that $200bn got wasted on AI capex
This week I’ve written yes about TikTok but also about Spotify and video, the shenanigans at Sonos as well as the latest on the UK government’s AI plans. And the top notch sledging by Meta against Apple.
businessoftv.substack.com/p/crunch-day...
What does 2025 hold for TV production companies? My list of what to watch - creators, AI slop, media regulation, ad-supported streamers, M&As, Walmart buying a TV manufacturer and the appeal of global niches and curation. Hopefully something for everyone... businessoftv.substack.com/p/trends-whi...
Sora is going live today - although not yet available in the Uk? Here are my thoughts after seeing a demo at Content London last week businessoftv.substack.com/p/content-lo...
The trouble Netflix had keeping up its live stream of the Paul vs Tyson match shows how bloody hard streaming live events is. And also how mighty broadcasting is comparison. Wrote this a while ago about Netflix’s tech advantage (and it still struggled) businessoftv.substack.com/i/142573446/...
This week, I wrote about how TV production companies can build online audiences with the people who watch their shows businessoftv.substack.com/p/how-tv-pro...
This week: more on the call for tax incentives for UK TV, plus the visual style of trough TV businessoftv.substack.com/p/this-week-...
This week - reasons for the TV industry to be cheerful from The Ankler; can Disney+ catch up with Netflix's tech stack; plus latest TV trends from Thinkbox TV businessoftv.substack.com/p/this-week-...
Weekly TV business round up: death of peak TV, more on the future of CNN businessoftv.substack.com/p/this-week-...
Tom Harrington from @EndersAnalysis observation half way through this article that people only prepared to pay for 3 video subscriptions max - Netflix takes the crown in battle of the streamers Netflix takes the crown in battle of the streamers
www.thetimes.co.uk/article/f363...
