This week, I highlight where the hype lies in AI, where there is opportunity, and why an "AI-first native strategy" by vendors is the wrong approach. I also explain the importance of AI use cases that help boost efficiency, versus those that are more disruptive to a given industry and how AI is truly upending the news media industry. I detail the new financial details released by Versant Media Group, Comcast’s spinoff of the majority of its NBCU cable network portfolio and the importance of understanding the difference between free cash flow and profitability.
I also break down the viewership numbers from Netflix’s Canelo vs. Crawford boxing event, Amazon’s TNF kickoff NFL game, and YouTube’s exclusive live global stream of the NFL game from Brazil, which YouTube originally misreported, resulting in updated numbers that increased by two million viewers a few days later. Also covered are Sky's plan to lay off 600 employees, the NBA's investment arm investing in MediaKind, and why Antenna's numbers of ESPN Unlimited and Fox One sign-ups should not be trusted.
Podcast produced by Security Halt Media
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