HeyJaredThe Medium from Andrew Rosen
AI broke the rules for owning creative work. I track who writes the new ones.
- Indexed issues, last 90 days
- 12
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- Sep 24, 2026
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- Aug 3, 2026
Latest issues
AT&T Bet Streaming Could Cover $180B in Debt and Lost. The Math Says IP Licensing Could Cover Paramount Skydance's $80B Debt. (opens the original)
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[Author’s Note: This essay is free for all subscribers.]Paramount Skydance announced today that it is launching a syndication to raise $7.5 billion through a proposed senior secured incremental tranche of term “B” loans. Morgan Stanley analysts estimate that by the end of 2026, the combined company’s net debt will be $77.2 billion. This new debt raise will push that total higher, though some of the raise will be use
Post-Merger Paramount Skydance Owes $80 Billion. Streaming Subscribers Won't Be Paying It Off. (opens the original)
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The now-settled lawsuit brought by twelve U.S. state attorneys general to prevent or slow the $110 billion merger of Warner Bros. Discovery with Paramount Skydance was a bad policy. All 12 public officials—and the Writers’ Guild, which also filed suit—evidently forgot the role of “free money” in the entertainment business.I wrote about “free money
Streaming's Ad Business Needs More Scale. Price Hikes Are Driving Away the Viewers It Needs. (opens the original)
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Two unusual data points emerged from the streaming marketplace of the last two weeks:11.8% price growth in streaming subscription prices over the last year against 3.9% for cable and satellite and broader inflation (3.84 percent annually since 2019);Data from research firm Luminate showed that hiatuses of streaming originals that last more than 1.5 years <span
Microdramas make Hollywood Look Like AI's Next Casualty. It’s Not. (opens the original)
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[Author’s Note: This essay is free for all subscribers.]There has been an abundance of conflicting market signals over the last few weeks. What does one write about the emergence of generative AI in the middle of a storm of AI Doomerism and oligopolies pantomiming threats to humanity just before their scheduled IPOs—with the twin objectives of achieving those IPOs for their investors and steering the future government regulation of their industry (aka regulatory capture)?How can I distract you f
The “Grand Theft Auto VI” Trailer is a Public Rorschach Test for Netflix's Bet On Gaming for Growth (opens the original)
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“Grand Theft Auto VI: An Extended Look”—a 27-minute preview of Rockstar Games’ upcoming game “Grand Theft Auto VI”—pulled 31.1 million views on Netflix between August 28 and August 31 last month. It topped the English-language film list in 87 of 93 countries that Netflix tracks globally for that week. It also outperformed the Netflix movie “The Whisper Man” by just under 8 million views and the Netflix docu
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