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The intersection of technology, media and telecom

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Netflix comes up short of lofty podcast goals, TVision beats Nielsen in court, and YouTube tells the NFL to pound sand

Jun 22, 2026

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9 min read

Netflix comes up short of lofty podcast goals, TVision beats Nielsen in court, and YouTube tells the NFL to pound sand

Also in our flagship Monday newsletter covering all things technology, media and telecom, we examine the prospect of telecoms building their own agentic AI, and we ponder the impressive market power of a combined Tubi and Roku Channel

Daniel Frankel
David Bloom
Daniel Frankel, +1
StreamTV Show Daily for Thursday, June 18: Wurl urges platform operators to lend a thumb to beleaguered content owners

Jun 18, 2026

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7 min read

StreamTV Show Daily for Thursday, June 18: Wurl urges platform operators to lend a thumb to beleaguered content owners

Also in our action-packed daily conference newsletter, we present the full list of 2026 StreamTV Award winners

Daniel Frankel
David Bloom
Bevin Fletcher
Daniel Frankel, +2
Roku looks like it might actually get sold this time, and the objectionable Peter Thiel delivers his latest threat to journalism

Jun 15, 2026

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9 min read

Roku looks like it might actually get sold this time, and the objectionable Peter Thiel delivers his latest threat to journalism

Also in our flagship newsletter covering all things technology, media and telecom, we kick the rocket thrusters on SpaceX's outrageous $29 trillion TAM projections. And those early World Cup viewer numbers? Also outrageous.

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Netflix and OpenAI face the smoking-hot 'cigarette' legal strategy, and Elon Musk makes his orbiting data center plan actually sound doable

Jun 11, 2026

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9 min read

Midweek report: Netflix and OpenAI face the smoking-hot 'cigarette' legal strategy, and Elon Musk makes his orbiting data center plan actually sound doable

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Paramount tells Netflix to stop the "scorched-earth campaign" allegedly being waged against its Warner Bros. deal

Daniel Frankel
David Bloom
Daniel Frankel, +1
A powerful lobby joins the battle against NFL streaming, California's quest to stop the Paramount-WBD deal gets off to a slow start, and Anthropic throws a caution flag

Jun 8, 2026

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9 min read

A powerful lobby joins the battle against NFL streaming, California's quest to stop the Paramount-WBD deal gets off to a slow start, and Anthropic throws a caution flag

Also in our flagship newsletter covering all things technology, media and telecom, the DOJ wages a hollowed-out legal fight against China's Huawei, and Scott Pelley reminds us that things were even worse under the Sedition Act of 1798

David Bloom
Daniel Frankel
David Bloom, +1
Midweek report: YouTube glams up its creators for a little Emmy love, Canada cans its Netflix tax, and Bari Weiss looks to finish the job

Jun 4, 2026

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8 min read

Midweek report: YouTube glams up its creators for a little Emmy love, Canada cans its Netflix tax, and Bari Weiss looks to finish the job

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, its also the end of another TV era, with NBCU exiting the once vastly lucrative broadcast syndication business ... and 'Access Hollywood'

Daniel Frankel
David Bloom
Daniel Frankel, +1
Amazon's handpicked AI creators revolt, Peacock mobile app takes on TikTok, and 'Backrooms' christens filmmaking's YouTube-first era

Jun 1, 2026

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10 min read

Amazon's handpicked AI creators revolt, Peacock mobile app takes on TikTok, and 'Backrooms' christens filmmaking's YouTube-first era

Also in our flagship newsletter covering all things technology, media and telecom, we examine the mounting pressure on California Attorney General Rob Bonta to do something to try to stop Paramount and Bari Weiss from also dismantling CNN

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Amazon serves Hollywood to its AI, Roku finally remakes its home screen, and China's DeepSeek threatens to deep six IPOs for Anthropic and OpenAI

May 28, 2026

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9 min read

Midweek report: Amazon serves Hollywood to its AI, Roku finally remakes its home screen, and China's DeepSeek threatens to deep six IPOs for Anthropic and OpenAI

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at how the CTV app explosion is coming to in-car entertainment

Daniel Frankel
David Bloom
Daniel Frankel, +1
Huawei nanos up to Trump with plans for super-advanced chips, and MLB faces whiny cord-forevers

May 26, 2026

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9 min read

Huawei nanos up to Trump with plans for super-advanced chips, and MLB faces whiny cord-forevers

Also in our flagship newsletter covering all things technology, media and telecom, Paramount's debt situation gets affirmed with a 'borderline' crazy-bad rating

Daniel Frankel
David Bloom
Daniel Frankel, +1
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Next TMT

The intersection of technology, media and telecom

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