Former Amazon Studios FAST exec, former Variety VIP+ senior analyst.
TV & Streaming
Leagues are raising sports prices far faster than streaming viewers will pay. The gap is now 2.6 billion dollars a year — and the companies bidding for rights have not priced in the day the math snaps.
Blindside
5 structural threats the market isn't pricing — and where each one sits on the scale.
TV & Streaming
Western streamers sell rising overseas prices as their next growth leg. But in India, Netflix earns $2.39-3.00 a month while a Reliance-backed rival charges $0.87. A $1.7 billion yearly gap is opening.
TV & Streaming
Television sold $20 billion of ads a year on one trusted count of viewers. Now three rivals can settle deals, NBCUniversal has defected, and Nielsen stands accused of hiding data. The market calls it a vendor spat. It isn't.
Force Taxonomy
Vampire, Skinwalker, Trophy Hunter, Strangler, Taxidermist, Ouroboros, Speedrunner. Seven curves catalogued from 142 documented acquisitions 1996–2025.
TV & Streaming
Broadcasters' cable fees were a growth engine. Now pay-TV homes are falling 5.8% a year and price hikes can't keep up. A $1.2 billion yearly shortfall is hiding inside forecasts that still expect growth.
Football History
Emery never left a club worse off — six from six. His best chapter, +146 Elo at Aston Villa, clears Guardiola's entire +119 decade at Manchester City. The famous names came out messier than their reputations.
TV & Streaming
Young viewers now rent streaming one show at a time — subscribe, binge, cancel, repeat. Monthly cancellations have nearly tripled since 2019, quietly repricing $2.9bn of yearly revenue that services still value as if subscribers stay.
TV & Streaming
The companies that run your smart-TV menu — Roku, Amazon, Samsung — have turned the home screen into a tollbooth, taking an estimated $2.6bn a year from the people who make and stream the shows.
Blindside
4 structural threats the market isn't pricing — and where each one sits on the scale.
World Cup
Score first and it's three-quarters over. Across 15,381 internationals since 1916 the opener wins 74.4% of the time — but at the World Cup it drops to 70%, the one stage where a lead is least safe.
TV & Streaming
Regional sports networks are collapsing, and the deals replacing them pay about half as much. We estimate $1.3bn of local-sports TV value destroyed each year — but team valuations still assume the old money.