AI broke the rules for owning and monetizing creative work. I track who writes the new ones—and who profits.
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The new MPA-ByteDance agreement has no legal force—here are the real ad-revenue and spend-driven reasons ByteDance agreed to it anyway, and why those reasons may not last
What Lavazza, Prada and Kraft-Heinz reveal about the future of IP licensing, and whether Anson Funds' Lionsgate thesis will hold up
How the emerging build, license or buy calculus reshaping Hollywood's AI-era IP strategy applies to Lionsgate's future—and the limits that activist investor Anson Funds misses
A TikTok deal, a company reshuffle and a promise to build a "super app" all ride on whether Disney can finally get its various databases talking to each other.
Unity's new partnership with Netflix hints that Netflix is rethinking who may build for its 325 million subscribers—and the marginal value of passive TV and movie content.
Generative AI forces every studio to build, license or buy IP faster than ever. Why smartest bet for all three might not be who you'd expect.
A former Disney CEO admits Hollywood always gets new technology wrong. The Ellisons are betting the solution is owning IP+AI infrastructure. Disney is betting on licensing, instead.
Cream cheese and Disney characters are the cover story. The real question is whether it opens the door to marketing innovation in the AI era, and what it means if it doesn't.
Netflix stopped sharing subscriber numbers and cut back on engagement reports. Its cash flow is strong, but management will not shed much light on what comes next.
Why Satya Nadella's AI Warning Changes the Road Ahead for NBCUniversal and Disney
