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Andrew A. Rosen and Dave Pell posted new notes
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| | | | Andrew A. Rosen and Dave Pell posted new notes | |  | | | | Netflix reported strong Q1 earnings and is on track for $3 billion in ad revenue this year. But its own shareholder letter describes a market where more creators, more platforms and more AI tools are fragmenting what counts as "premium content" for brands and consumers. The company is building programmatic ad pipes that let brands… | | |
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| |  | | | | It was an event filled with top media organizations and… | | |
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| | | | | | YouTube built a tool that detects when a celebrity's face appears in a deepfake—but it does not pay them when it finds one. Content ID, YouTube's copyright tool for music, pays rightsholders automatically. This tool does not. It… | | |
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