SOS. Weekly Report

I believe this is a slow burn. Just like streaming platforms quietly raised prices and slipped in more ads over time, the government is beginning its own gradual entry into the space. They’ll start small, testing limits with rules like this one, then keep looking for new places to step in.

I believe Netflix will continue to lead the market... The challenges for other operators, especially big tech companies like Amazon and Apple, will be very different from those faced by Netflix.

The lines are very blurred between social and streaming on a device. If you are a brand that is creating social videos, you should absolutely be talking to your publishing partners and seeing if you can get those videos on that large screen.

The dirty secret is that search steals a lot of credit from TV, and we see that in the data. Once people understand the analytics around that, they’ll heavy-up on TV as the most performant medium.

What's the thing that's going to prevent somebody from taking a bathroom break? We should ask if it should even be considered an advertisement, or if it could be a bonus to the content you're already enjoying.

When storytelling is removed, it just turns into this crazy transactional world and the core of a brand starts to be removed. So I'm hopeful that this will bring us back into more of the campaign-driven, persona-driven storytelling that was the core of advertising 30 years ago.

How Netflix built its video platform is so different from what Facebook is doing. Those are fundamental architectural decisions made years ago, and they're not going to change. Video platforms are built on standards, yet also bespoke and unique. That distinction gives them tremendous air cover to collaborate without sharing a competitive advantage.