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Inside the Stream: Disney’s Bold OpenAI Bet and the WBD Battle Rages
In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which opens a new chapter of collaboration between rights holders and AI platforms. We like Disney’s openness to user-generated content to better compete with YouTube, but are cautious about the effectiveness of the proposed guardrails in deterring misuse of Disney’s prized characters.
Then we shift focus to the battle to own Warner Bros. Discovery. Colin thinks Netflix is likely to prevail, while I think Paramount has the edge. We explain why.
Listen to the podcast to learn more (22 minutes, 51 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: AI, Deals & Financings, Podcasts, Studios
Topics: Disney, Netflix, OpenAI, Paramount, Podcast, Warner Bros. Discovery
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Inside the Stream: MS NOW Expands Streaming; Amazon’s Engagement; Microdrama Growth
This week on Inside the Stream, we start with MS NOW’s plan to evolve into a streaming and community hub for progressive activism. Given cord-cutting and the decline of linear TV news consumption by younger viewers, we see it as a positive move. Next, we discuss why data indicates engagement with Prime Video is far lower than other streaming services. Finally, microdramas continue their growth and monetization.
Listen to the podcast to learn more (23 minutes, 1 second)
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Topics: Amazon, MSNBC, Podcast
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Inside the Stream: Canela Media Taps AI for Content and Monetization
This week on Inside the Stream, Canela Media’s global president Philippe Guelton joins us to talk about how the company is tapping AI for content and character creation, user experience and monetization. Canela Media target the U.S. Hispanic market with culturally relevant content. As Philippe describes, a key initiative is Club Canela, a loyalty program which features an AI-generated virtual host named Diego. AI is also leaning into creating microdramas, and using data to better understand its audiences.
Listen to the podcast to learn more (22 minutes, 45 seconds)
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Inside the Stream: Executives Discuss Field & Stream TV FAST Launch
This week on Inside the Stream we interview Doug McNamee, President of Field & Stream and Nick Rhodes, CEO of Outdoor America Holdings on their new partnership to rebrand Outdoor America’s FAST channel as Field & Stream TV. Doug and Nick discuss the reasons behind the rebrand, the content strategy and where Field & Stream TV fits in the overall outdoor media industry, which has many popular YouTube personalities. They also discuss how Field & Stream TV will be monetized and various opportunities ahead.
Listen to the podcast to learn more (31 minutes, 51 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: Field & Stream, Outdoor Channel
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