HeyJaredPuzzle, Problem, Mess
Conversations about the media economy, and how to think clearly when things get messy.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 21, 2026
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- Earliest in this view
- Aug 18, 2026
Latest episodes
Netflix's Platform Playbook - with Alicia Reese of Wedbush Securities (opens the original)
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It’s becoming increasingly inaccurate to describe Netflix simply as a streaming service. Alongside its core subscription business, it is building an advertising operation, experimenting with live sport and events, expanding into games and podcasts, revisiting theatrical releases, and even exploring a role as a platform for other broadcasters and content providers. So, in this episode, I speak with Alicia Reese, SVP of Equity Research at Wedbush Securities. Over her 17 years with Wedbush Securiti
Disruption, Redux: with Doug Shapiro (opens the original)
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In this episode, I’m delighted to speak with Doug Shapiro. Doug is a US-based independent consultant and advisor, writer, speaker and lecturer, as well as a Senior Advisor at Boston Consulting Group. He has spent his entire career in and around the media business, including 14 years as a media equity analyst and 12 years at Time Warner and WarnerMedia. Doug has also just finished work on a book, Infinite Content: AI, The Next Great Disruption of Media, and How to Navigate What’s Coming , due to
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