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Netflix fails to meet the vertical challenge with horizontal move to 'Clips,' and Elon Musk's truth on Grok training gets distilled under oath

May 4, 2026

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9 min read

Netflix fails to meet the vertical challenge with horizontal move to 'Clips,' and Elon Musk's truth on Grok training gets distilled under oath

Also in our newsletter covering all things technology, media and telecom, we look at how a Claude agent terminated a rental car company's entire database and didn't feel the least bit bad about it; and after he thinned Verizon's herd of 13,000 workers, we examine what's next for cowboy CEO Dan Schulman

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report:  Roku enjoys its three-buck luck with Howdy, HBO Max subscribers get shortchanged on Amazon, and Verizon dims the lights on pay TV's biggest yesteryear star

Apr 30, 2026

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9 min read

Midweek report: Roku enjoys its three-buck luck with Howdy, HBO Max subscribers get shortchanged on Amazon, and Verizon dims the lights on pay TV's biggest yesteryear star

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we once again present our subversive take for the whole Jimmy Kimmel drama

Daniel Frankel
David Bloom
Daniel Frankel, +1
We ponder the absurd TV ratings success of the NFL Draft, the outcome of a possible Comcast-Charter merger, and Perry Sook's wily local news rook

Apr 27, 2026

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9 min read

We ponder the absurd TV ratings success of the NFL Draft, the outcome of a possible Comcast-Charter merger, and Perry Sook's wily local news rook

In the Monday version of our newsletter covering all things technology, media and telecom, we also chronicle the scarce 'mother's milk' for AI, and we look at how Jeff Bezos got the 'Oligarchs Only' pass for Brendan Carr's big foreign router ban

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Roku's SVOD reseller biz gets explosive and exposed, and the NFL schools the FCC on the basic economics of television

Apr 23, 2026

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9 min read

Midweek report: Roku's SVOD reseller biz gets explosive and exposed, and the NFL schools the FCC on the basic economics of television

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Nexstar's Perry Sook accuses legal tormentor DirecTV of starting over 80% of retrans blackouts

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Tuesday Spotlight: Jensen Huang says goodbye to Adobe CEO Shantanu Narayan, as tech's old guard seems to move on all at once

Apr 21, 2026

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8 min read

NAB 2026 Tuesday Spotlight: Jensen Huang says goodbye to Adobe CEO Shantanu Narayan, as tech's old guard seems to move on all at once

In a special show daily issue of our fabulous newsletter covering all things technology, media and telecom, we also look at Verizon's nifty private 5G networks for big TV productions, and we examine Fox One's (likely very profitable) entry into far-right podcasting

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Monday Spotlight: Peacock is merely 'complimentary' to broadcast, NBC Sports exec declares

Apr 20, 2026

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6 min read

NAB 2026 Monday Spotlight: Peacock is merely 'complimentary' to broadcast, NBC Sports exec declares

In a special show daily issue of our regular flagship newsletter covering all things technology, media and telecom, we also ponder the staggering amount of viewers -- and money! -- that's about to be generated by FIFA and the World Cup

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Sunday Spotlight: Roger Goodell tells the DOJ where to stick its probe, and can the ever-hopeful ATSC 3.0 finally make 'fetch' happen?

Apr 19, 2026

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10 min read

NAB 2026 Sunday Spotlight: Roger Goodell tells the DOJ where to stick its probe, and can the ever-hopeful ATSC 3.0 finally make 'fetch' happen?

In a special show daily issue of our newsletter covering all things technology, media and telecom, we look at how the scuttled WBD purchase awakened Netflix's natural hunter instinct

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Spotlight: Broadcasting's signature trade event gets overtaken by AI-based streaming tech

Apr 16, 2026

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9 min read

NAB 2026 Spotlight: Broadcasting's signature trade event gets overtaken by AI-based streaming tech

In a special show preview issue of our Thursday newsletter covering all things technology, media and telecom, Hollywood decides to fight David Ellison's big WBD purchase ... about six months too late; and NBCU controlled more than 13% of all TV viewing in February

Daniel Frankel
David Bloom
Daniel Frankel, +1
How bundles batter brand distinction, long theatrical windows help streaming performance, and Netflix squeezes the most revenue out of each worker

Apr 13, 2026

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20 min read

How bundles batter brand distinction, long theatrical windows help streaming performance, and Netflix squeezes the most revenue out of each worker

Also in our Monday newsletter covering all things technology, media and telecom, we ponder whether Anthropic's Mythos is really perilous or just performative, and if Donald Trump is about to make good on his decade-old threat against the NFL

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Roku COPPA complaint threatens the whole CTV cabana, chatbots replace legacy algorithmic streaming search, and Apple's still-rocketing iPhone pulls further from the Galaxy

Apr 9, 2026

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19 min read

Midweek report: Roku COPPA complaint threatens the whole CTV cabana, chatbots replace legacy algorithmic streaming search, and Apple's still-rocketing iPhone pulls further from the Galaxy

Also in the new Thursday edition of our newsletter covering all things technology, media and telecom, David Ellison indeed went to Jared (to get to his Saudi finance friends), and we learn how an exotic Plex corporate trek left a top exec heaving on the deck

Daniel Frankel
David Bloom
Daniel Frankel, +1
Rupert Murdoch wants free-market intervention to stop the NFL, the FCC declares that only Elon Musk's Wi-Fi routers are legal, and angry citizens cancel their free Netflix

Apr 6, 2026

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19 min read

Rupert Murdoch wants free-market intervention to stop the NFL, the FCC declares that only Elon Musk's Wi-Fi routers are legal, and angry citizens cancel their free Netflix

Also in our newsletter covering all things technology, media and telecom, we look at Sam Altman's big move into the media business, and the fascinating clash of Ben Shapiro and IATSE

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Nexstar's supposedly 'closed' $6.2 billion Tegna deal gets messy quick, Comcast and Scripps find hockey night alright for fighting, and Plex product chief Scott Olechowski explains the mysteries of FAST discovery to us

Apr 2, 2026

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19 min read

Midweek report: Nexstar's supposedly 'closed' $6.2 billion Tegna deal gets messy quick, Comcast and Scripps find hockey night alright for fighting, and Plex product chief Scott Olechowski explains the mysteries of FAST discovery to us

Also in the new Thursday edition of our newsletter covering all things technology, media and telecom, the inventor of the 'infinite scroll' says YouTube and Meta might have more to worry about than just their cash after their recent courtroom defeats

Daniel Frankel
David Bloom
Daniel Frankel, +1
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