Skip examines a Netflix exec's recent claim that Paramount’s $6B in projected merger synergies are “code for job cuts,” arguing the framing is designed for regulatory and competitive impact rather than financial precision.
Skip explores what would happen to Max if Netflix or Paramount Global acquires Warner Bros. Discovery, and whether the app and studio assets would operate independently or be folded into a larger platform. He breaks down how identity systems, billing…
Skip says the next decade of streaming will consolidate around four to six global services. Mid-tier players will either merge, specialize, or become suppliers, while B2B vendors face a tougher buying environment defined by fewer decision makers, larger contracts, and…
Skip confirms AI’s full entry into the media economy, competing directly with publishers, platforms, and streaming services for brand dollars. Conversational AI captures sustained intent and high-density first-party signal, turning interaction data into premium inventory and shifting leverage to whoever…
Skip warns that agentic advertising, despite the buzz, isn’t a guaranteed win for publishers unless they actively shape how their inventory is defined and valued. While AI agents promise scalability and discoverability for high-impact formats, the risk is repeating programmatic's…
Ask Skip breaks down why brands are acting like content companies, arguing it's less about strategy and more about surviving in a fight for attention. With limited screen time and endless noise, content is the cheapest way to stay culturally…
Ask Skip calls out the overreliance on AI as a fix for content discovery, arguing it's a cop-out for the lack of programming strategy. AI can help organize and personalize, but it can't replace the need for editorial vision and…
Skip calls out the industry's reluctance to fully embrace FAST, even as most studios are already operating like FAST companies. The piece argues that denying the model limits innovation and growth, urging companies to design for FAST rather than apologize…
Skip challenges the prevailing belief that CTV is a “safe bet” for media buyers fleeing the chaos of search and social. While CTV offers cleaner environments and video reach, the ecosystem still struggles with inconsistent targeting, weak measurement, and fragmented…
Skip challenges the assumption that rising ad-supported viewership automatically translates to strong ad performance. Despite high impressions, most platforms still underperform because they treat ad products as afterthoughts, interruptive units rather than meaningful experiences. To drive real value, platforms need…
