THE LATEST ARTICLES
NEWSLETTERS
Hamish McKenzie, Substack
Julia Alexander November 28, 2025
Google Zero killed the open web, ChatGPT isn’t replacing lost traffic, and superstar talent is a phenomenally difficult business. Digital media companies trying to stay upright are belatedly turning to creator-first subscription platforms in search of sustainable, niche audiences—without realizing that they’ve seen this movie before.
MLS
It’s obvious why Apple decided to pay a premium to walk away from its 10-year, multibillion-dollar MLS deal several years ahead of schedule. But with a different dance partner, the league could see its footprint expand significantly in the U.S.
reelshort microdramas
Julia Alexander November 14, 2025
They’re the new street drug of the content economy—telenovela-level action parceled out in 90-second clips designed to make viewers fork over in-app dollars for the next hit. Can anyone make them work in the American market?
Jimmy Pitaro
The company’s splashy move into the app-based gambling market faced stiff headwinds from the start. In fact, it likely never stood a chance.


Greg Peters
Julia Alexander November 6, 2025
As the O.G. streamer approaches the upper limits of subscriber saturation, and daily screen time rates threaten to plateau, Netflix is expanding beyond live sports into video podcasts and video games in a bid to own every waking hour of your day.
bob iger
The nearly week-old Disney–YouTube TV carriage dispute is arguably a microcosm of the broader challenges facing legacy mediacos as old-world distribution channels give way to streaming, and as social video eats the world.
David Zaslav
A wide-ranging chat with renowned analyst Peter Supino about the auction for Warner Bros. Discovery, including the true value of WBD’s sports rights, the potential buyers most likely to bid on the motherlode, a few strange and overlooked aspects of the deal, and much more.
F1 Charles Leclerc
Apple’s $140 million annual investment in F1 is a huge bet on its future, even as the data suggests its U.S. popularity may have already peaked. Did Liberty Media pull off the deal of the century? Or does F1 make sense for Apple in ways that it didn’t for ESPN?


Pat McAfee
Athlete-owned sports media companies, and video podcasts in particular, have become legit competitors to the mainstream sports media ecosystem in the fragmented, omni-channel media universe. But have we reached Peak McAfee?
madden 26 ea sports
All the headlines about the Saudis taking Electronic Arts private have obscured its true $55 billion opportunity. As sports becomes more gamified, could the video game maker start streaming live sports?
1 2 3 4 18