Really sharp breakdown on the horizontal compounding insight. The Dhar Mann deal shows how creator-owned IP can ride both distrubtion rails without losing control, which is prob the only sustainable model when platfroms are this fragmented. Been noticing this shift but hadn't framed it that clearly till now.
Really sharp breakdown on the horizontal compounding insight. The Dhar Mann deal shows how creator-owned IP can ride both distrubtion rails without losing control, which is prob the only sustainable model when platfroms are this fragmented. Been noticing this shift but hadn't framed it that clearly till now.
OMG
Colour, sound, television, VCR, streamers, AI and now. vertical - the times are a’changin’
WOW
Great newsletter