I kēia lā, e kamaʻilio e pili ana i ka hui nui ʻo Paramount-Warner Bros. Discovery merge.
Hiki i kēia kuʻikahi ke hoʻololi hou i nā media a me nā leʻaleʻa āpau inā a pani ʻia. ʻO ia ka mea e hoʻi ai mākou - i kēia manawa ʻo ke poʻo ʻo Paramount David Ellison ke hana nui nei me he mea lā aia ʻo ia ma luna o ka laina hoʻopau ma hope o ka haʻalele ʻana iā Netflix, ka mea i hele ma hope o ka mea i manaʻo ʻia he hana i hana ʻia.
Nui nā mea e hele nei ma ʻaneʻi, me ka nīnau nui loa aʻu i loaʻa ai i kēia moʻolelo holoʻokoʻa: No ke aha e makemake ai kekahi e kūʻai iā Warner, ka mea i pepehi maoli i nā mea kūʻai aku i loaʻa iā ia no ka hapaha haneli? He koʻikoʻi wau: ʻo AOL mua, a laila AT&T, a laila Discovery - nui ka poʻe i hoʻāʻo e hoʻololi i ko lākou waiwai ma ka loaʻa ʻana o Warner Bros. No ke aha? No ke aha e hana ai i kēia - a no ke aha i kēia manawa?
E ka poʻe kākau inoa ma Verge, mai poina e loaʻa iā ʻoe ke komo kūʻokoʻa i ka hoʻolaha ʻole Decoder ma nā wahi āu e loaʻa ai kāu podcast. Poʻo ma ʻaneʻi. ʻAʻole ka mea kākau inoa? Hiki iā ʻoe ke kau inoa ma aneʻi.
Ma hope o Ianuali, ua noi au iā Puck's Julia Alexander e hele iaʻu ma o ka Netflix noʻonoʻo, a i kēia lā ke ʻeli nei au i Paramount's me Rich Greenfield, kahi mea hoʻopuka media a me nā ʻoliʻoli a me ka mea hoʻokumu o ka hui noiʻi LightShed Partners. E hoʻolohe mai ʻoe iaʻu e nīnau nui iā Rich e pili ana i ke ʻano o kēia kuʻikahi, a me ka hoʻolālā i manaʻo ʻia e kōkua iā David Ellison e uku no ia. Akā ʻaʻohe mea e hoʻopuni ana i nā helu: ʻo Paramount ma kahi o 40 mau manawa liʻiliʻi ma mua o Netflix ma ka mākeke mākeke, akā hāʻawi ʻia e uku 30 pakeneka hou aʻe no Warner Bros.
ʻAʻole pono ʻoe i kahi kāʻei kālā maikaʻi e ʻike i ke kiʻi nui ma aneʻi: Ma kāna kumu, pili kēia ʻaelike i ka ʻaiʻē - ka nui o ka aie. Ke ʻaiʻē nei ʻo Paramount i ʻumi mau piliona kālā e hoʻokō i kēia kuʻikahi. ʻAʻohe wahi kokoke i ka nui o ke kālā e pono ai e kūʻai iā Warner no ke kumukūʻai i hāʻawi ʻia e hoʻoweliweli iā Netflix.
ʻO ka hapa nui o ke koena o ke kālā e hele mai ana mai ka makuakāne billionaire ʻo David Ellison, ʻo Larry Ellison. ʻO kāna waiwai ponoʻī e pili kokoke ana i kāna waiwai Oracle. ʻO kēia ka waihona like i hoʻopaʻa ʻia no ka maikaʻi a me ka maikaʻi me AI hype. No laila no ke aha i makemake ai ʻo Larry Ellison e kūʻai aku i kāna waiwai ʻo Oracle waiwai no nā ʻāpana i kahi hui media? A he aha ka hoʻolālā a David Ellison ma ʻaneʻi, ma waho aʻe o ka hōʻemi ʻana i ka nui o nā hana i ka wā e hiki mai ai ka bila aie?
ʻOiaʻiʻo, manaʻo nā Ellisons hiki iā lākou ke kūleʻa i kahi o nā mea ʻē aʻe i hāʻule - a manaʻo maoli lākou he mea pili ʻo AI me kā lākou mau hoʻolālā. Akā ʻaʻole ʻo Paramount ka hui mua i pepehi ʻia e kahi Warner deal, a ʻaʻole paha ʻo ia ka hope.
ʻAe: Rich Greenfield o LightShed Partners ma ka ʻaelike a Paramount e kūʻai iā Warner Bros. Eia mākou e hele ai.
Ua hoʻoponopono māmā ʻia kēia nīnauele no ka lōʻihi a me ka maopopo.
ʻO Rich Greenfield, he mea hoʻokumu ʻoe a he loiloi ma LightShed Partners. Welina mai iā Decoder.
Mahalo no kou loaʻa ʻana mai iaʻu.
Manaʻo wau ua hoʻolilo mākou i ka manawa nui e kākau a hoʻolaha a puni kekahi i kekahi. He mea hauʻoli loa ke kamaʻilio ʻana me ʻoe, ʻoi loa e pili ana iā Warner Bros./Paramount, kahi aʻu i manaʻo ai he hohonu kou ʻike a me kou akamai. Eia kaʻu nīnau mua iā ʻoe. ʻO kaʻu thesis, ʻo ia paha ke kumu kumu no ka ʻoihana media holoʻokoʻa, ʻo ka ʻoihana telecom holoʻokoʻa paha, inā ʻoe e kūʻai iā Warner, pepehi ʻoe iā ʻoe iho. A makemake mau nā mea a pau e kūʻai iā Warner. No ke aha i maopopo ʻole ai ka ʻoihana ʻo ke kūʻai ʻana iā Warner ka mea e alakaʻi ai i ka make wikiwiki a me ka wikiwiki?
ʻO koʻu manaʻo, no ka mea, e hoʻi ana ʻoe i AOL–
Ua hana au ma AOL i ko lākou wili ʻana iā Time Warner. Hoʻomaopopo loa au i kēia.
No ka pololei, ʻo AOL ka mea i make, ʻaʻole ʻo Time Warner.
[ʻakaʻaka] ʻAʻole, hoʻomau ka Time Warner, e like me kahi zombie e pepehi hou. E hana hou ana. ʻOiai ma hope o kēia, maopopo iaʻu.
He mea pupule i ka nui o nā manawa i kūʻai ʻia kēia waiwai a puni. Manaʻo wau he kūpono ke ʻano o ka hui ʻana me kēia ʻoihana ma mua o ka honi o ka make. ʻIke loa, hele ka ʻohana Ellison e hōʻoia ʻaʻole ʻoiaʻiʻo.
E nānā, manaʻo wau ʻo ka ʻoiaʻiʻo ke hoʻololi nui nei kēia ʻoihana. Ke neʻe nei ka wikiwiki o ka hoʻololi ʻana i ka media ma kahi ʻoihana maikaʻi loa, inā ʻoe e hoʻi i ka waena o '90s, e like me nā ʻoihana kelepona he ʻoihana maikaʻi, paʻa, ke ulu nei ka ʻoihana kiʻiʻoniʻoni, a ʻo ka honua.pahū. E noʻonoʻo i hea mākou i kēia manawa. E make ana ka TV Linear.
ʻAe, ke hana maikaʻi nei nā haʻuki a me nā nūhou. He waiwai kupanaha ka NFL. Maikaʻi nā haʻuki a me nā nūhou. Akā ʻo ka TV kuʻuna, linear, ka poʻe e hoʻolohe mai nei iā mākou ma kēia podcast, ʻaʻole lākou e hoʻi i ka home a nānā i kā lākou punahele punahele ma NBC i nā pō Pōʻalima, ke ʻano o ʻoe a me aʻu i ka wā e ulu ana. ʻAʻole ʻoe e noʻonoʻo e hana i kēlā. Nui nā mea e pili ana i ke kahe ʻana, e waiho wale i kēia hui liʻiliʻi i kapa ʻia ʻo YouTube, e hoʻomalu nei i ka manawa TV.
Manaʻo ʻoe e hele i nā kiʻiʻoniʻoni. E noʻonoʻo i ka ʻoihana kiʻiʻoniʻoni. Ua emi iho ka hele ʻana he 27 pakeneka mai nā pae pre-pandemic, a aia ma ka pahu pahu. Ua piʻi aʻe nā kumukūʻai tiketi ma mua o 25 pakeneka. No laila, ʻoi aku ka haʻahaʻa o nā kī ma nā noho ma mua o ʻeono makahiki i hala. ʻO ia ka noʻonoʻo. E noʻonoʻo i ka nui o ka pilikia o kēia ʻoihana i kēia manawa.
No ke aha e kūʻai ai? ʻO kēia kaʻu nīnau nui. Aia ka moʻolelo o ia mea, ʻo ka kūʻai ʻana iā Warner e pepehi iā ʻoe, a ʻoi aku ka maikaʻi o ka thesis maikaʻi e pili ana i ke kumu ʻaʻole ia. Akā ma ka mōʻaukala, manaʻo ka poʻe a pau e lawe mākou i nā waiwai o Warner a hoʻopuka mai i kahi mahele hou, a ʻo nā waiwai o Warner e hoʻoikaika i kā mākou puʻunaue. ʻO ia ka palapala a AOL.
ʻOiaʻiʻo.
ʻO ia ka palapala a AT&T. Ma lalo o ka laina, ʻo ia hoʻi, i kekahi ʻano, ʻo Discovery's thesis, e kūkulu mākou i kahi kahua hoʻoheheʻe hou a e kūleʻa ana ka hāʻawi ʻana i nā waiwai o Warner. ʻAʻole hana kēlā. ʻO ia nō paha ka thesis Ellison. ʻAʻole maopopo. Makemake au e hele i kēlā. No laila aia ka moʻolelo ma laila ʻaʻole lawa kēia mau waiwai e lanakila ai i nā pilikia hoʻoili. A laila aia kāu mea e kamaʻilio nei, me AI ma ke kihi. No ke aha e lawe ai i kēia piliwaiwai?
Ua hoʻomaka ʻo Netflix i ka streaming ma 2007. Manaʻo wau e hoʻomanaʻo ʻoe i nā lā mua o Netflix streaming. ʻAʻole hiki iaʻu ke haʻi iā ʻoe i ka nui o ka poʻe e hele mai i o mākou nei a ʻōlelo mai, "Pono ʻo Netflix e kūʻai i kahi studio. ʻAʻohe ala hiki iā lākou ke hana i kēia. He pupule kēia. A hoʻomanaʻo wau me Amazon. A nānā, kūʻai lākou i ka MGM, i kūpono.
Akā aia kēia manaʻo lōʻihi ʻaʻohe ala e hiki ai iā ʻoe ke kūkulu i kahi keʻena paʻa ma kāu iho. A hana ʻo Netflix. Ua hōʻoia lākou i ka uku nui ʻana no ke kālena, ʻoi aku ka maikaʻi o ka hoʻokūkū. E hoʻomanaʻo, kaulana lākou i ka HBO no ka Hale Kāleka. A ʻo ke koena ka mōʻaukala e pili ana i ke kūkulu ʻana.
ʻAʻohe kānalua i koʻu manaʻo ua hele ʻo David Ellison i Skydance a kūʻai iā Paramount. ʻO ia ke ʻano o kāna kuleana ma ka honua. Loaʻa iā ia kahi studio Hollywood nui a loaʻa kahi lawelawe streaming. Aia nō ka hiki ke kūkulu wale. ʻAʻole pono lākou e kūʻai i kahi studio ʻē aʻe a me kahi pūʻulu holoʻokoʻa o nā waiwai TV linear no ka $ 100 biliona. Manaʻo wau i loko o ko lākou mau manaʻo, ʻo ke kūkulu ʻana he manawa. Hoʻopili hou i kēlā ʻano hoʻohālike Netflix o ka hoʻonui ʻana i ka ʻenehana, hoʻonui i ka ʻike, hoʻonui i ke kumukūʻai, loaʻa ke kālā hou aʻe mai ke kau inoa ʻana e hoʻokomo i nā ʻike hou aʻe, ʻo kēlā lele lele holoʻokoʻa e hoʻolilo iā Netflix i ka ʻoihana nui i kēia lā.
ʻAʻole makemake ka ʻohana Ellison e hoʻomanawanui. ʻAʻole lākou i makemake e kali a kūkulu mālie; makemake lākou e hana koke. A ʻo ke ala wikiwiki loa e hana ai, ʻo ia ka hoʻohana ʻana i ka waiwai o ko lākou ʻohana e hele i waho e kūʻai aku iā Warner Bros. A e ʻike mākou inā e kūleʻa ana kēlā.
E nānā, aia kahi IP kupaianaha e noho ana i loko o Warner Bros. Ua hoʻohana ʻoe i ʻehiku mau manawa. ʻEhiku manawa aie i ka leverage EBITDA; ʻo ia ka nui o ka ʻaiʻē āu e hana ai i nā makahiki ʻelima e hiki mai ana. Hoʻohui, loaʻa iā ʻoe ka nui o ka TV linear, a e like me kā mākou e kamaʻilio nei ma mua ma ka podcast, ʻaʻohe kanaka e nānā i ka TV linear. A no laila ua hoʻolilo ʻoe i ke kālā he nui no ka loaʻa ʻana o nā waiwai i ka emi ʻana o ka honua.
ʻAʻole wau ʻo David Ellison. ʻAʻole wau i hana i kēia kālepa; Ua hoʻokomo a kūkulu wau. ʻAʻole lākou i makemake. ʻAʻole lākou i ʻae i ko mākou manaʻo, a hele lākou a hana i kēia hana. Ua hoʻopau lākou i ka uku nui aku ma mua o kā lākou i manaʻo ai e uku. Ua manaʻo maoli wau e hele pū anaʻoi aku ka kiʻekiʻe, akā ʻike maopopo ʻia ʻo Netflix, a loaʻa iā lākou no $ 31 i ka mahele, ʻo ia ke ʻano o ke kumukūʻai pupule. Akā, ʻike ʻoe i ke aha? Manaʻo lākou hiki iā lākou ke hana i ka makemakika ma kēia, a nānā, na ka manawa e haʻi.
E kamaʻilio kāua e pili ana i ka makemakika no kekona, a laila makemake wau e hoʻi i ka hoʻolālā o ia mea. ʻAʻole ʻo ia nā kālā a pau ʻo Ellison, ʻeā? Aia kekahi nui o ka syndication e hele nei.
Hiki iā lākou ke hoʻohui i nā mea a pau. He kālā ʻole ʻo Ellison maoli ia, a hiki ke hui pū ʻia. I kēia manawa, ʻaʻohe o mākou manaʻo. Manaʻo mākou e lilo mau ke kālā o ka Middle East i kēia ma ke ʻano nui. Ua kamaʻilio lākou e pili ana i kekahi mau kālā waiwai aupuni e pili ana. ʻO ka hopena paha a ʻaʻole paha, a i ʻole lākou e hoʻohui i kēia i nā mea hoʻopukapuka kālā o ʻAmelika… eia hou, manaʻo wau ʻo ka paʻakikī o ka syndicating i kēia manawa me ke kālepa kūʻai.
ʻIke wau e puka mai ana kēia i loko o kekahi mau lā ma hope o kā mākou hoʻopaʻa ʻana, akā ʻoi aku ka nui ma lalo o ke kumukūʻai $ 16 kahi e hoʻopukapuka ai nā Ellisons a i ʻole kā lākou syndicated mea hoʻopukapuka kālā, ʻike maopopo ʻia ke kālepa ʻana i ke kumukūʻai kūpono i kēlā. A no laila hiki i ka hapa nui o ka poʻe ke hele i nā mākeke lehulehu a kūkulu i kahi kūlana ma ke kumu kūʻai haʻahaʻa loa ma mua o kahi e hana ʻia ai kēia hana. Manaʻo wau ʻo ia ke ʻano o ka paʻakikī ma ka ʻaoʻao syndication, akā e ʻike mākou. Makemake maoli au e ʻike i ke ʻano o ka waihona kālā hope loa.
ʻO ka ʻāpana koʻikoʻi o ka puʻupuʻu, ma ka liʻiliʻi loa i ka ʻaelike ʻo Ellison no ka mea i ʻoi aku ka nui a ʻoi aku ka waiwai, ʻo ia ka hōʻoia mai Larry Ellison.
ʻO ke kumu wale nō i hele ai kēia kālepa i Paramount ʻo ia ka piʻi ʻana o Larry a ʻōlelo i ʻelua mau mea. Hoʻokahi, aia wau ma ka makau no nā kaulike āpau o kēia kālepa. A laila ʻelua, inā no kekahi kumu he kiʻekiʻe loa ka leverage a ʻaʻole makemake nā panakō e hoʻokō nei i ka ʻaiʻē, e hāʻawi wau i ke kālā hou aku i ka hoʻoponopono ʻana i ka pilikia leverage iaʻu iho. No laila, ua hoʻololi ʻo Larry i kēia kālepa mai Netflix i Paramount.
ʻAe, eia kaʻu nīnau e pili ana i kēlā. ʻO kēia ka palaki mua ma AI aʻu i manaʻo ai e piʻi mai i nā manawa he nui i kēia kamaʻilio. Inā ʻo ʻoe ʻo Larry Ellison, ʻo Oracle kou waiwai, a ʻo Oracle he ʻoihana maikaʻi ʻole akā loaʻa kālā no ka manawa lōʻihi. A ʻaʻole koke ia he sexy hou no ka mea e holo ana ʻoe i kahi pūʻulu o nā kikowaena data a-
Malia paha he liʻiliʻi liʻiliʻi ma mua o ʻeono mahina i hala, akā e hele i mua.
ʻOiaʻiʻo. Akā, loaʻa iā lākou ka loaʻa kālā i kēia pule. Ua maikaʻi lākou. Manaʻo wau he nui ka poʻe i manaʻo e hiki mai ana ka pōʻino, a ua ʻoi aku ka maikaʻi o ka manaʻo.
ʻOiaʻiʻo.
No laila ke hana maikaʻi nei ʻo Oracle. He mea maoli ka AI lehulehu no Oracle ma kekahi manawa. No ke aha ʻoe e kūʻai ai i waho o ka nui AI o kāu waihona Oracle, ʻo ia kou hoʻoilina a me kou waiwai, no ka lehulehu media me kēia ʻaiʻē nui? No ka mea, inā ʻaʻole ʻoe e aloha nui i kāu keiki, ʻaʻole hiki iaʻu ke noʻonoʻo i kahi kumu ʻē aʻe e hana ai i kēlā kālepa.
E nānā, manaʻo wau e hilinaʻi maoli ia i ka hoʻololi ʻana o AI i kēia mau ʻoihana. ʻAʻole wau e manaʻo e pili ana ʻo AI i ka ʻoihana TV linear, no laila e waiho wale i kēlā ma ka ʻaoʻao. Akā aia kahi nīnau hāmama nui. Hana ʻo AI i ka IP studio, ka ʻike? He mea waiwai loa ia?
ʻO ka mea ʻakaʻaka, aloha wau iā White Lotus. Manaʻo wau he manaʻo kumu kēlā hōʻike, a pupule loa nā moʻolelo. He mea paʻakikī ke noʻonoʻo e piʻi mai ana ʻo AI me kēlā ʻano Walton Goggins i loko o ka hale ʻaina. ʻAʻole wau e manaʻo e hele mai ʻo AI me kahi manaʻo kumu e like me ia. Hiki iā ia ke hana hou i nā mea āna i ʻike ai? Hōʻoiaiʻo. E lilo ka nīnau: e alakaʻi anei ʻo AI i ka hana ʻana i nā ʻike nui ma kāna iho? Pono ʻoe e hele i waho a kūʻai i kēia ma ke ʻano o nā waiwai studio? ʻOi aku ka maʻalahi o ka hana studio? Inā kūʻai ke kiʻiʻoniʻoni nui i ʻelua haneli miliona mau kālā, hiki iā ʻoe ke lawe i 30, 40, 50, 60 pakeneka o ke kumukūʻai mai ka hana ʻana? No ka mea hiki ke loaʻa ka nui o ia mea ma o AI.
Manaʻo wau ʻaʻole mākou i ʻike i kēlā mau pane. ʻO ka mea e hopohopo nei iaʻu, e haʻi aku wau iā ʻoe, ke manaʻoʻiʻo nei au i ka honua o nā mea i hana ʻia e ka mea hoʻohana, hoʻolilo mākou i ka manawa nui e noʻonoʻo ai iā YouTube. E ʻoi aku ka maikaʻi o ka ʻike YouTube me AI. ʻAʻohe kānalua no ia mea. Hiki i nā kānaka a pau ma ka honua honua ke hana i nā mea ʻoi aku ka maikaʻi ma mua o ka hiki i kēia lā. E pāʻani me kekahi o nā hiʻohiʻona i kēia lā. Ke nānā mua nei ʻoe, a ʻoiaʻiʻo, he mau kekona wale nō ia o ke wikiō, akā i loko o ʻekolu mau makahiki,hiki iā ia ke hana i kekahi mea maoli.
He aha ia hana? He aha kēlā hoʻokūkū hoʻokūkū? Pehea e loli ai? E loaʻa iā mākou kekahi e noho ana i loko o ko lākou basement hiki ke hana maoli i kahi kiʻiʻoniʻoni me ka uku ʻole o ka hoʻohana ʻana i kahi hale kiʻiʻoniʻoni? ʻO ia nā mea paʻakikī ke hoʻomaopopo, akā ʻaʻole like me ke kumu kūpono ʻole i kou noʻonoʻo ʻana i ka wikiwiki o ka loli. No laila, ʻo ka nīnau maoli iaʻu, hiki iā AI ke hana i nā mea āpau i loko o Paramount a me Warner Bros i hui pū ʻia e hana. Hiki iā lākou ke hana i nā mea hou aku me AI, akā ʻo ka ʻaoʻao ʻē aʻe o kēia ʻaʻohe mea e kamaʻilio e pili ana i ka loli ʻana o ka ʻāina hoʻokūkū i nā makahiki ʻekolu a ʻehā.
ʻO kēia mau hui āpau, ʻaʻole wau e ʻōlelo wale nei ʻo Paramount, akā aia lākou ma lalo o ka hoʻoweliweli ʻana o ke kai o ka ʻike i hiki ʻole iā ʻoe ke hoʻomaopopo? Manaʻo mākou he nui nā ʻike ma YouTube, akā inā ʻoi aku ka maikaʻi o kēlā ʻike i ka maikaʻi a ʻoi aku ka nui o ka hana ʻana no ka mea ʻoi aku ka maʻalahi a me ka wikiwiki, he aha ka mea e hana ai i ka waiwai o kekahi o kēia ʻike i loaʻa? ʻO ia ka hopohopo maoli, ka mea e mālama iaʻu i ka pō.
Hiki nō. E nīnau hou ana au iā ʻoe, no ka mea, ke manaʻo nei au ua hāpai maoli ʻoe i kēia nīnau. Inā ʻo ʻoe ʻo Larry Ellison a aia ʻoe i ka ʻoihana o ka ʻoihana AI, a ʻo ia kou waiwai a me kou hoʻoilina ma Oracle, no ke aha ʻoe e kūʻai ai i hoʻokahi mahele o ka waihona Oracle no Warner Bros. Discovery, i make paha ma muli o AI?
He ʻōlelo ikaika ka make. ʻAʻole wau makemake i ka hoʻohana ʻana i ka make mai ka ʻike o kekahi o kēia mau ʻoihana. Malia paha he mau ʻoihana liʻiliʻi. ʻOiaʻiʻo, ʻoi aku ka nui o ka hoʻokūkū, e kuhikuhi ana i kēlā. Manaʻo wau ʻo ka pane, ʻoiaʻiʻo, ua ʻike mākou i kahi papa inoa - a ʻaʻole lawa ka manawa ma kēia podcast - o nā poʻe e makemake ana e komo i ka ʻoihana media, makemake e komo i ka ʻoihana hoʻokipa, a makemake e komo i ka ʻoihana haʻuki.
Loaʻa iā ʻoe nā hui haʻuki no ka mea he ʻoihana kupaianaha lākou, a i ʻole ʻoe iā ʻoe nā hui haʻuki no ka mea he waiwai lākou? Me ka kānalua ʻole, aia kahi ʻāpana waiwai o kēia. Eia hou, ʻaʻole au i ʻike, ʻaʻole hiki iaʻu ke hōʻoia iā ʻoe ʻo ia ka manaʻo o Larry Ellison, akā manaʻo wau aia kekahi ʻano pili iā David. He 43 kona mau makahiki, a aia kahi pili e hiki i kekahi ke hana ʻokoʻa iā Hollywood.
Na ka manawa e hōʻike inā kūleʻa kēia a ʻaʻole paha, akā aia ka manaʻo ma o ka hoʻohana ʻana i ka ʻenehana, hiki iā lākou ke hoʻokō i ka mea i hana ʻole ʻia e kekahi. A he manaʻo koʻikoʻi loa kēlā, akā ma laila lākou e noho nei. Manaʻo lākou e ʻoi aku ka maikaʻi o kā lākou ʻenehana ma mua o Netflix, ʻoi aku ka maikaʻi ma mua o YouTube. Ke hoʻolei nei lākou iā Google Cloud, ke hoʻolei nei lākou iā AWS. Ke neʻe nei lākou i nā mea āpau i Oracle Cloud. No laila paha ʻo ia kekahi o ka pane ma aneʻi. Aia kekahi ʻano o ka hoʻomaʻamaʻa a me ke ʻano o ka hoʻohana ʻana i ka mea hiki iā Oracle ke hana ma o ka loaʻa ʻana o kēia ʻike āpau a me ka ʻike mea hoʻohana?
E ʻōlelo wau aia kahi thesis naʻauao maʻamau, pololei? E hoʻohana pū ʻia kēia ʻenehana āpau ma ke ʻano ʻaʻole naʻauao ʻo Hollywood e hana ai, a i ʻole naʻauao e hoʻopukapuka kālā, a ʻo ia ke kumu i hoʻomaʻemaʻe ai ʻo Netflix i kā lākou uaki, a ʻo ia ke kumu e hoʻomaka ai ʻo YouTube e ʻai iā lākou me ke ola. A ʻike wau ua hana ʻoe i kēlā manaʻo i nā manawa he nui.
ʻOiaʻiʻo.
Ua kamaʻilio wau i nā poʻe nāna i kūkulu i nā kahawai, ʻike wau ua loaʻa pū kekahi iā ʻoe, a ua ʻano like lākou, "Ua ʻoi aku ka hoʻoponopono ʻana o kēia pilikia ma mua o kou manaʻo. ʻAʻole wau i lohe i kēlā mai kekahi o nā kahua ʻo Ellison a puni Warner.
ʻO ka mea mua, makemake wau e hiki iaʻu ke ʻōmole i kāu mea i ʻōlelo ai, no ka mea, ʻo ia ka mea nui e pono ai nā mea a pau o kēia ʻoihana e hoʻomaopopo. E pili ana kēia i ka manawa i hoʻopau ʻia, ʻeā? Nā hana hoʻohana i kēlā me kēia lā. Wehe ʻoe i Instagram i kēlā me kēia lā. Wehe ʻoe iā TikTok i nā manawa he nui i kēlā me kēia lā. ʻO ke kumu i kūleʻa ai ʻo Netflix a me YouTube e like me ka wā e hoʻi mai ai ʻoe mai ka hana, ʻaʻole ʻoe e ʻike i kahi hōʻike e kū nei.Ke hoʻohuli nei ʻoe no ka mea ʻike ʻoe e hoʻokipa ʻia ʻoe.
Wehe ʻoe iā Paramount Plus no ka mea aia kahi ʻāpana o Yellowstone āu e makemake ai e nānā, a i ʻole ʻoe e wehe iā HBO Max no ka mea ua paʻi ka hanana hou o The Pitt i ka pō nei i ka hola ʻeiwa, a makemake ʻoe e nānā i kēlā hanana hou. A laila hoʻopau ʻoe a hiki i ka pule aʻe i ka wā e puka mai ai ka māhele aʻe. ʻAʻole lākou nā wahi āu e hele ai e hoʻokipa.
ʻO ka nīnau, a eia ka lanakila a i ʻole ka hāʻule ʻole o kēia kālepa, ʻoiai inā ʻoe e hoʻolei i nā ʻike hou aku, ʻoi aku ka maikaʻi o ka ʻenehana, a me kahi ton o ke kūʻai aku, ʻo ia ke ʻano o ka hoʻolālā ma Paramount, pololei? ʻO ka hoʻolālā e hana i nā mea ʻekolu o ia mau mea i ka wā o nā makahiki ʻelua e hiki mai ana i ko lākou hoʻohui ʻana iā Paramount me Warner Bros. ʻOiai inā ʻoe e hana i kēlā, hiki iā ʻoe ke hoʻoneʻe i ka nila i kēlā me kēia lā?
No ka mea, ʻo ka pūnaewele ka mea lanakila ma ka mōʻaukala. E koho i kāu ʻāpana, ʻoi aku ʻoe ma mua o kaʻu. ʻO ka nīnau, ʻoiaʻiʻo, inā ʻoe e hana i kēlā mau mea a pau, ua koho mua ka honua i kāna mau lanakila? E like me ka hoʻāʻo ʻana o Disney, ʻeā? Ua hele maoli ʻo Disney i kēia. Ua hoʻonui lākou i ka ʻike i kahi pae kupaianaha. Aia kahi moʻolelo hou ma Disney + i kēlā me kēia pule. Nui nā ʻike, a ʻaʻole lawa ka neʻe ʻana i ka nila.
A no laila ʻo ka nīnau, hiki iā Paramount ke hana i ka mea hiki ʻole iā Disney? Hiki iā lākou ke komo i loko o kahi noi hoʻohana i kēlā me kēia lā? ʻO kaʻu manaʻo, ʻo Prime Video, ʻoiai me nā haʻuki āpau a lākou i hoʻolilo ai, ʻaʻole i hoʻokō maoli i kēlā. E ʻoiaʻiʻo wau iā ʻoe, e Nilay, ʻaʻole maopopo iaʻu he mea hiki, no ka mea, ua koho nā kānaka i kā lākou mau kahua. ʻO kā lākou hana ʻo ia ka wehe ʻana iā Netflix a i ʻole lākou e wehe iā YouTube. Hiki iā ʻoe ke kiʻi iā lākou e wehe iā Paramount i kēlā me kēia lā? Hiki iā ʻoe ke hana pēlā? ʻaʻole maopopo iaʻu.
Ua ʻōlelo ʻoe i nā ʻāpana ʻekolu, ʻeā? E hoʻolilo lākou i ka hana. Malia paha e loaʻa iā lākou nā ʻike hou aʻe no ka mea ʻoi aku ka liʻiliʻi o ka hana ma muli o AI. A laila aia ka ʻenehana, āu i kamaʻilio ai. E hoʻolilo nui lākou i ka ʻenehana. A laila ua kamaʻilio ʻoe e pili ana i ke kālepa. Makemake wau e hele mai i ke kālepa no ka mea he mea nui loa ka ʻāpana kūʻai iaʻu.
ʻAe.
ʻO ka ʻāpana ʻenehana, ʻo koʻu honua kēia. Ke nānā nei au iā David Ellison e kamaʻilio ana e pili ana i ka neʻe ʻana i nā mea āpau i kahi kahua hoʻokahi a laila kūkulu ma luna o kēlā kahua. A ke manaʻo nei au, maikaʻi, ua hoʻopaʻa ʻo Warner iā ia iho i nā puʻupuʻu e hoʻāʻo nei e hana i kēia, ʻaʻohe mea i hoʻokō pono. Ua lohe paha ʻoe i kahi hoʻopaʻapaʻa maikaʻi no ke kumu e loaʻa koke ai ʻoe i kēia kumukūʻai, ʻaʻole i loaʻa nā ʻike āpau ma ka app hoʻokahi?
E nānā, inā ʻoe e nānā iā Disney + he wahi hoʻomaka wale nō, lawe mai lākou iā Adam Smith, i hele mai mai Google. ʻO Adam ka CTO a me CPO, luna nui o nā huahana. ʻOi aku ka maikaʻi o ka Disney + hou. Aia maoli kahi algorithm ʻōlelo i kēia manawa. Loaʻa iā ia nā maʻiʻo trending. Hoʻopilikino ʻia iā ʻoe. He mau lā mua kēia, akā manaʻo wau he mea kōkua ia i ka hoʻopili ʻana.
Eia hou, ʻaʻole wau i manaʻo he kōkua nui ia, no ka mea, manaʻo wau e pono lākou i nā ʻike he nui. ʻAʻole ʻo Tech in a nona iho ka pane. Pono ʻoe i ka ʻike me ia. Akā ke manaʻo nei au inā loaʻa iā ʻoe kahi manaʻolana o ka hoʻokau ʻana, pono ʻoe i kahi kahua nui. A ʻaʻole maikaʻi nā paena Paramount a me Warner Bros. ʻAʻole lākou i hoʻokūkū me kahi Netflix i ʻekolu a ʻehā mau makahiki i hala.
ʻO ka mea huna liʻiliʻi ʻaʻohe mea e kamaʻilio e pili ana inā ʻoe e nānā i ke kahua o Netflix i kēia manawa, ua ikaika loa ia. ʻAʻohe kahua hoʻonohonoho. Hoʻololi loa ia e pili ana i ka manawa o ka lā a pehea ʻoe e hoʻohana ai. He kahua morphing mau. Ke hoʻāʻo nei kēia mau ʻoihana āpau, me Paramount, e kūkulu i ke ʻano o Netflix i ʻekolu a ʻehā a ʻelima mau makahiki i hala. ʻAe.
ʻO wau, wehe i kekahi o kēia mau polokalamu. ʻAʻole hiki iā lākou ke hoʻokani wikiō i ka uhi kiʻi. He mea kahiko loa ia e pili ana i ka ʻenehana ʻenehana o kēia mau ʻoihana. A no laila ke manaʻo nei au ʻo ka ʻike ma Paramount pono mākou e hoʻohui i kēia mau mea mua.
A eia hou, manaʻo wau ʻo kekahi o nā haʻi nui e pili ana i kēia kālepa holoʻokoʻa, hiki anei i ke ao ʻo Oracle ke mālama pono i kēia? No ka mea, ʻaʻole wau i manaʻoʻiʻo, a nānā mai ʻoe iaʻu inā hewa wau i kēia, akā ʻaʻole wau i manaʻoʻiʻo aia kekahi ma ke kikowaena media streaming e hoʻohana ana i ka Oracle Cloud. Hana ʻo TikTok, akā ʻo ia ka wikiō kūʻokoʻa pōkole. Ke kahe ananā haʻuki, ke kahe ʻana i nā hanana ola, nā nūhou, a me ka TV ola - ʻaʻohe mea e hoʻohana ana i ke ao o Oracle. ʻO kēia ka hui mua e hoʻohana i ke ao o Oracle no kēia kumu. A ke hana nei lākou i kēia kauwela no Paramount, a laila, maopopo, manaʻo wau i ke kauwela e hiki mai ana no Warner Bros. Ke ʻōlelo nei lākou he 50 pakeneka ʻoi aku ka wikiwiki ma ka hapalua o ke kumukūʻai ma mua o ke ao o Google a me Amazon.
Aia nā maka a pau ma luna o Oracle. ʻO kaʻu manaʻo, maopopo iaʻu hiki iā ʻoe ke loaʻa nā malihini, hiki anei iā Oracle ke hana i kēia? He nīnau maikaʻi loa ia a he mea nui ke nānā aku.
ʻAe. A eia hou, manaʻo wau i ka ʻike a mākou e ʻike nei i ka wā e hoʻāʻo ai ʻo Oracle e lilo i mea pāʻani hyperscaler nui ma AI a i ka wā e hoʻāʻo ai ʻo Oracle e holo i ka platform TikTok, hiki iā ʻoe ke ʻike i nā hili. Akaka wale no kahi o na humuhumu. Ua ʻōlelo ʻoe aia ʻo Netflix ma mua. ʻOi aku ka lōʻihi o ka hoʻolālā ʻana o Oracle ma mua o ka hoʻolālā ʻana o kēlā me kēia kanaka ma nā ʻano kikoʻī. ʻIke loa au. Manaʻo wau he mau nīnau nui kēia.
Manaʻo lākou e hiki iā Oracle ke hana. E kamaʻilio pū paha kēia i ke kumu o kēia hana, ʻeā? E like me, "ʻAe, inā hiki iā Oracle ke hana i kēia a hōʻoia i hiki iā lākou ke hoʻokō maoli i kēia, ʻoiai inā e ulu ana nā ʻeha, hiki iā lākou ke hoʻomaka e huki i nā mea pāʻani ʻē aʻe ma luna o kā lākou kahua?" ʻAʻohe oʻu manaʻo, akā manaʻo wau he nīnau wehe paha ia.
Akau. Akā ʻo nā mea pāʻani ʻelua ʻē aʻe e hoʻoneʻe i ka nila no Oracle ʻo Netflix, kahi i hoʻopaʻa ʻia me AWS, a manaʻo wau ʻaʻole e haʻalele iā AWS, a me YouTube, no nā kumu maopopo loa, ʻaʻole e haʻalele iā Google. Hiki iā ʻoe ke hōʻiliʻili i kēlā me kēia kahawai liʻiliʻi ma ka honua, a e lilo ana kāu hana AI i wahi nui o kāu loaʻa kālā ma laila.
No laila, ʻo nā hoʻopaʻapaʻa ma ʻaneʻi no Oracle e like me ka pae ʻana, "ʻAe, ʻo David ke keiki a Larry," a maikaʻi paha kēlā. E like me kāu i ʻōlelo ai, he waiwai puʻupuʻu wale nō ia. Akā ke kamaʻilio nei ʻoe e pili ana i ka ulu ʻana o ka ʻike e piʻi ana i ka ʻoi aku ka maikaʻi ma muli o AI, ʻo ia ka hoʻopaʻapaʻa kūpono, pololei? Aia mākou ma ke kumu kūʻai haʻahaʻa.
Ke kamaʻilio nei ʻoe e pili ana i ka ʻenehana, ʻo ia ka hoʻopaʻapaʻa kūpono. A laila hele ʻoe i ke kālepa. A ʻo ke kūʻai aku ʻana e like me ke kumu kūʻai maʻemaʻe, no ka mea, ka haki ʻana i loko o kahi honua kahi e hoʻonui mau ai ka lako o ka ʻike a me ka ʻōlelo ʻana, "E nānā i kēia hōʻike, ʻaʻole kēlā," ma o ke kūʻai aku ʻana me he mea hiki ʻole.
ʻAʻole maopopo iaʻu pehea ʻoe e hana ai. A ʻo ka nui āu e hoʻolilo ai e kiʻi i nā poʻe e wehe i kēia polokalamu hou a hoʻonui i ka manawa ma laila e nānā i ka IP hou, kahi pilikia hou, a me kekahi IP e kū nei, me he mea lā he kiʻekiʻe loa ia e ʻoi aku ka maikaʻi e loaʻa iā ʻoe mai ka hana ʻenehana a me ka ʻenehana. ʻAʻole hiki iaʻu ke hana i kēlā makemakika.
ʻAʻole maikaʻi loa ʻo Warner Brothers a me Paramount i ke kūʻai aku ʻana i kā lākou lawelawe ponoʻī iā lākou iho. Ke hilinaʻi maoli nei lāua ʻelua i kahi hui ʻē aʻe e hana i ka hapa nui o kā lākou hana wāwae. Ke hilinaʻi nui nei lāua ʻelua ma nā kahawai Amazon. ʻOi aku ka nui ma mua o Warner. Akā ʻo kahi hapa nui o kā lākou mea kākau inoa e noho ana ma nā kahawai o Amazon.
E hoʻomanaʻo, inā ʻoe ma nā kahawai Amazon, mālama ʻo Amazon i ke kālepa. ʻAʻole ʻoe e hoʻohana i kāu polokalamu. ʻO kaʻu manaʻo, hiki iā ʻoe ke komo i kāu app, akā hoʻohana ka hapa nui o ka poʻe i ka Amazon Prime Video app a nānā i kā lākou HBO. Ke nānā nei lākou i ka Pitt ma Prime Channels, a i ʻole ke nānā nei lākou i ka makahiki 1883 ma Prime Channels. ʻAʻole lākou e hoʻohana i kā lākou app. Manaʻo wau ʻo kekahi o nā pilikia koʻikoʻi nui ʻaʻole i lawa ka nānā ʻana i nā pōʻai ʻenehana a me nā pōʻai media i kēia manawa inā paha ʻo David Ellison a me ka hui e huki i waho o kēia mau hale kūʻai kahawai, inā paha ʻo ka hale kūʻai kahawai ʻo Amazon a i ʻole ka hale kūʻai kahawai ʻo Roku. Loaʻa iā Google nā YouTube Primetime Channels.
Ke hoʻoponopono nei kēia mau hale kūʻai channel i ka pilikia āu i hāpai aʻe nei. He paʻakikī loa ka loaʻa ʻana o nā mea kākau inoa. He pipiʻi nui a paʻakikī. A ua hilinaʻi lākou i kēia mau hale kūʻai channel, a ua kūkulu ʻo Amazon i kahi ʻoihana nui. Hāʻawi wau iā lākou i ka nui o ka hōʻaiʻē. ʻO koʻu manaʻo, ʻo ka ʻoiaʻiʻo ʻo Apple TV Plus kahi ala nui e hōʻike iā ʻoe i ka nui o nā loli i nā makahiki ʻelima a ʻeono paha i hala, a pehea ka paʻakikī o ka ulu ʻana i ka ʻoihana wikiō streaming. Akā inā ʻo ʻoe ʻo Ellison, ʻo wai ka mea hoʻohana ʻole i nā hale kūʻai channel?
ʻElua mau hui ʻaʻole hoʻohana i nā hale kūʻai channel: Netflix a me Disney. Inā ʻo ʻoe ʻo Ellison a makemake ʻoe e noʻonoʻo ʻia i kēlā ʻoihana kiʻekiʻe, kēlākiʻekiʻe, loaʻa iā ʻoe ka manaʻo e hele hoʻokahi? Manaʻo wau e lilo ia i hōʻailona nui i ka nui o kāna mau makemake. Makemake maoli ʻo ia e hele i waho? E like me kāu i ʻōlelo ai, he kumukūʻai nui ke hele i waho a kūʻai aku a mālama. A eia hou, ʻaʻole wale ka loaʻa ʻana o nā mea kākau inoa. Pono ʻoe e lawa ka ʻike a me ka ʻenehana kumu kūpono e hoʻomau i ka hoʻi ʻana o ka poʻe i kēlā me kēia lā. A i ʻole, hoʻololi lākou.
ʻO ka ʻenemi o kēia ʻoihana ʻo churn. He mea ʻakaʻaka, manaʻo wau ʻo kekahi o nā mea i hauʻoli nui ai ʻo Netflix i ka wā e nānā ana lākou i ka loaʻa ʻana o Warner Brothers ʻo ia ka pīhoihoi i ka kiʻekiʻe o ka churn i kēlā me kēia mākeke a puni ka honua no HBO. No laila, he pilikia nui kēlā.
Akau. No ka mea, kākau inoa ka poʻe no hoʻokahi hōʻike, a laila haʻalele lākou. Ua pau ka Game of Thrones, ua hala au.
Pololei. ʻO ia ka pilikia. Ke hoʻi mau nei kēia i hoʻokahi pilikia koʻikoʻi. ʻOiaʻiʻo, ka algorithm. ʻOiaʻiʻo, ka ʻenehana. Akā ʻaʻole lawa ka ʻike. ʻAʻole lawa ka ʻike e mālama iā ʻoe ma laila. ʻAʻole ʻoe e komo i ka honua o HBO Max. ʻAʻole ʻoe e komo i ka honua o Paramount Plus. He mau noi maʻalahi kēia. A e nānā, hōʻike i kā lākou manawa i hoʻohana ʻia.
Ua ʻōlelo ʻoe i kēia mau mea a pau i ka pōʻaiapili o ke kelepona, nūhou, a me nā haʻuki. ʻO nā nūhou a me nā haʻuki e pili pū kekahi. Hoʻopili wale nā kānaka no kēlā mau mea. E hoʻolohe maoli lākou i ka manawa no kēlā mau mea. Ke emi nei paha ia no ka TV linear, akā hiki iā ʻoe ke ʻike iā Netflix e hoʻopukapuka ana i ke wikiō ola, a pēlā pū ʻo YouTube. Me he mea lā i kēlā me kēia manawa a mākou e kamaʻilio ai me kekahi ma YouTube, ua like lākou, "Pono ʻoe e ola hou aku."
I ka manawa e hoʻolohe ai ʻoe i kēia podcast, ua hiki mai ka Oscars.
ʻAe. A hoʻokomo ʻo YouTube i kēlā.
I ʻekolu mau makahiki, e hele ana nā Oscars ma YouTube. No laila ʻae, e kamaʻilio e pili ana i nā hanana ola.
ʻO kahi ʻāpana nui o ka hana Paramount ʻaʻole makemake ʻo Netflix ʻo CNN, a paʻa mau ʻo CNN. Aia ke kaua ma Iran e hele nei. ʻO kēia ka manawa e hōʻike ai ʻo CNN i kona waiwai i nā mea āpau. E hele wale ana lākou e-
ʻAʻole wau ʻae, Nilay. ʻO koʻu manaʻo, ʻo ka nānā ʻana, ʻaʻole.
ʻAe, ʻo kēia ka manawa āu e makemake ai, ʻeā? Kaua Honua.
Kaua a ʻaʻohe kaua, ʻaʻohe mea e nānā iā CNN. ʻO nā helu he ʻuhane o ko lākou mau mea ma mua. Ke lele maoli nei ka ʻoihana o CNN i mua o kou mau maka.
ʻOiaʻiʻo. E ʻae iaʻu e hoʻopaʻapaʻa e pili ana i ka waiwai o CNN.
ʻAe.
A nānā, holo wau i kahi lumi nūhou. Nui koʻu mau manaʻo e pili ana i ka ʻoihana hana nūhou. Inā makemake ʻoe e hāʻawi i ka ʻike i ka heluna nui o nā poʻe, e hele wale ʻoe i YouTube. Hoʻokomo wale ʻoe i nā mea ma YouTube. Hoʻokomo mākou i kā mākou mea ma YouTube. ʻAʻole uku ʻo YouTube iā ʻoe. Maikaʻi, ʻaʻole hiki iā ʻoe ke holo i kahi ʻoihana ma ke kālā hui pū ʻana o YouTube.
Uku lakou ia oe i kekahi mau sekela. Loaʻa iā ʻoe kekahi mau peni mai ia mea.
Kahi mea liʻiliʻi. Akā ʻaʻole wau ʻike i kahi mea hana YouTube e like me, "Hiki iaʻu ke ola a make ma YouTube wale nō."
ʻO Mr. Beast paha.
ʻAʻole, lilo ke kālā iā Mr. Beast ma YouTube wale nō. ʻO kāna kālā a pau ke kūʻai aku nei—
Paʻa kokoleka?
ʻAe. Ua ʻike ʻo ia. A he kiʻekiʻe loa kāna mau kumukūʻai ʻaʻole hiki i kekahi ke uku i kāna mau ʻoihana hōʻailona. No laila pono ʻo ia e neʻe i nā huahana kino i hiki iā ia ke kūʻai aku i kāna mau huahana ponoʻī ma kahi palena kiʻekiʻe no ka mea ʻaʻole hiki i kekahi ke uku i nā kumukūʻai hoʻolaha āna i makemake ai e uku. He mea kupanaha kēia, a pau loa PhD thesis o kahi Decoder episode.
[ʻakaʻaka] E hoʻomau.
Akā ʻaʻole hiki i kekahi ke loaʻa kālā ma YouTube wale nō. Inā makemake ʻoe e holo i kahi keʻena nūhou ma ka pālākiō o CNN, a he kakaikahi ka nui o ka honua i kēia manawa, a ke liʻiliʻi nei lākou, pono ʻoe i kahi kālā ʻē aʻe e hana ai. ʻAʻole hiki iā ʻoe ke hāʻawi wale i nā mea āpau ma YouTube.
Malia paha inā hāʻawi ʻo CNN i nā mea āpau ma YouTube, ʻoi aku ka nui o ka lehulehu. No laila, paʻa lākou i kahi puʻupuʻu puʻupuʻu i hiki ʻole i kekahi ke hoʻoponopono. Inā ʻaʻole ʻoe e loaʻa i ka hāʻawi kālā, ʻaʻole hiki iā ʻoe ke holo i kahi mea e like me ka nui o CNN. ʻO kēia ke kumu e emi ai kā lākou ʻoihana, no ka mea e kiʻi iā CNN, pono ʻoe e nānā i ke kaula laina, ʻaʻohe mea e hana hou. A ʻo ia mea aia ma lalo o ke kaomi nui.
Ua makemake ʻo Ellison i kēia ʻoihana. Ua like ʻo ia, "E kūʻai wau i ka mea āpau. E kūʻai wau i ka ʻoihana linear." ʻO CNN wale nō ka waiwai linear o kekahi waiwai. Ua hana ʻo ia i kekahi mau ʻōlelo hoʻohiki e hiki mai ana nā loli nui i CNN, i ka Hale Paʻa, akā aia ke kaua ma Iran.E hele ana kāna mau mea hoʻopukapuka ma Middle East, me he mea lā. ʻO nā mea a pau e like me kahi puʻupuʻu he mea hoʻonāukiuki nui ia mai nā pilikia āu i kau mua ai i ka ʻoihana streaming. No ke aha e ʻohi ai i kēlā?
Manaʻo wau e nalo nei ʻoe i ke kumu kumu i kūʻai ai lākou i nā waiwai TV linear. ʻElua kumu. ʻO kekahi, ua manaʻoʻiʻo maoli lākou, a manaʻo wau i ka hopena i hōʻoia pololei. ʻO lākou wale nō ka mea makemake e kūʻai i kēia mau waiwai weliweli. He mau waiwai ʻino kēia. Manaʻo wau hiki iaʻu ke ʻōlelo ʻino, ʻeā?
He mau waiwai ʻino kēia. ʻAʻohe mea ʻē aʻe ma ka honua honua i makemake e kūʻai i kēia mau waiwai. No laila ke nānā nei ʻo Comcast a me Netflix i kēia, no ka mea, hoʻomanaʻo ʻoe he ʻekolu mau mea hoʻolimalima, makemake wale lākou e kūʻai i ka studio a me ka ʻoihana streaming. ʻAʻohe o lākou hoihoi i ka ʻoihana pūnaewele linear honua. No laila, manaʻo ʻo Ellison e hāʻawi ana ʻo ia iā ia iho i ka pono ma ke kūʻai ʻana i nā waiwai i makemake ʻole ʻia e kekahi. Akā aia kekahi ʻāpana o kēia. E hoʻi i kahi i hoʻomaka mua ai mākou ma kēia podcast, ke kamaʻilio nei mākou e pili ana i ka leverage i kēia kālepa. He mea kūʻai maikaʻi loa kēia. Hoʻonui ʻoe i ʻehiku mau manawa. He nui ka aie ma keia hana.
ʻO kēia mau laina laina laina, ʻoiai ʻaʻole maikaʻi nā ʻoihana, e hoʻolei i ka nui o ke kālā. No laila, aia lākou i ka hoʻohaʻahaʻa honua. ʻAʻole hōʻole ʻo Ellison a me ka hui. He mau waiwai e emi ana keia. Pono lākou i kēlā kahe kālā. ʻAʻole pono ka makemakika ma kēia kālepa me ka ʻole o kēlā mau waiwai. ʻAʻole hiki iā ʻoe ke hoʻonui i kēia leverage me ke kūʻai ʻole ʻana i kēlā mau waiwai.
A no laila, manaʻo wau ua like loa ia me ka hoʻoponopono ʻana i ka hoʻohālikelike makemakika a me ka ʻike pono e loaʻa iā ʻoe kēlā mau waiwai, me ka manaʻo, "E, ʻoi aku ka maikaʻi o ke kūʻai ʻana i kēia hui no ka mea ʻaʻole makemake ʻo Netflix iā lākou." A no laila, ʻoiaʻiʻo, manaʻo wau i ko lākou makemake e kūʻai i nā mea āpau i kōkua iā lākou e pili ana i ka ʻōlelo a Netflix.
ʻO koʻu manaʻo, me he mea lā ʻaʻole ia i kōkua iā lākou no ka mea ua lanakila ʻo Netflix, a hiki i ke komo ʻana o ka hoʻokele Trump.
E nānā, ʻo ia ka moʻolelo aʻu i ʻike maoli ai i ka poʻe e kamaʻilio nei. ʻAʻole wau i manaʻo ʻo ia ke kumu i hāʻule ai kēia kuʻikahi. Ua hiki i ka hoʻokele Trump ke hoʻopiʻi iā lākou. E hoʻomanaʻo, e hoʻi iki i ka manawa. Ua hoʻāʻo ka hoʻokele Trump e kāpae iā AT&T mai ke kūʻai ʻana iā Time Warner. A ʻoiaʻiʻo, ua hele i ka ʻaha hoʻokolokolo, a me ka mahalo, he lāhui kānāwai mākou, e like me kaʻu hoa pili ʻo Walt Pisik makemake e ʻōlelo.
A i ka hopena, ʻo wai ka mea i lanakila? Time Warner a me AT&T. Ua kūʻē ke kālepa i ke aupuni, a kūʻē maoli i ka DOJ, maopopo, hoʻopiʻi. A no laila, manaʻo wau ua lanakila ʻo Netflix a hiki i ka hopena ke loaʻa i kēia kālepa, no ka mea ʻaʻohe monopoli ma Netflix. Akā, ʻike ʻoe i ke aha? He mea ʻole ia. Ua hele ʻo Netflix. A ke manaʻo nei au ʻo Ellison, no ka makemake e kūʻai i ia mau mea a pau, he mea maikaʻi ia, a ʻo ka mea hope loa i hoʻoholo no ka papa.
E nīnau au iā ʻoe i kekahi mau nīnau noʻonoʻo e pili ana i nā mea e hiki mai ana ma kēia kuʻikahi. A laila makemake wau e hoʻonui i ia mea, no laila hoʻokahi manaʻo nui e hoʻopaʻa ʻia, no ka mea ua hoʻopā mākou iā ia i nā manawa he nui i kēia manawa, a makemake wau e pili ana i kāu lawe ʻana.
Akā ma ke ʻano maalea, ua ʻike ʻia ʻo Ellison ma ka ʻāina ʻo Warner, a ʻōlelo ʻo ia, "He hana ʻino kēia, akā ua pau i kēia manawa." A noʻonoʻo wau iaʻu iho, "ʻAʻole i pau." Hiki i ka hoʻokele Trump ke hoʻopaʻa i kēia, akā e hoʻopiʻi kekahi o nā mokuʻāina. He manaʻo ko ʻEulopa e pili ana i ka hui ʻana i ʻokoʻa loa mai ka hoʻokele Trump.
He aha ka mea e hiki mai ana? Ua pau, a i ʻole e hakakā paha kāua?
E nānā, kāhāhā wau inā ʻaʻole i pani kēia kālepa. Eia hou, ʻaʻohe oʻu manaʻo aia nā pilikia monopoli ma aneʻi. He nui nā hiʻohiʻona makaʻu i Hollywood e hui pū ana i ʻelua mau studio, a e hoʻokahe koko nui ʻia paha ma ka ʻaoʻao o ke kelepona?
ʻAe. ʻEhia mau hoʻokuʻu ʻia?
ʻaoʻao pūnaewele uwea? E nānā, ʻoiaʻiʻo, e nīnau wau iā ʻoe i kahi nīnau. ʻEhia mau kānaka i kou manaʻo e hana ana ma CNN i kēia lā ma ka honua holoʻokoʻa?
He ʻumi kaukani koʻu manaʻo.
ʻAʻole, he nui loa - 3,000 poʻe.
ʻAe.
ʻEkolu tausani. ʻO koʻu manaʻo, aia i loko o ʻelua mau makahiki ma hope o ka pani ʻana o kēia hana, e emi ana kēlā helu ma mua o ka hapalua. E hoʻopau wale lākou iā CNN. E lilo ana ia i ʻoihana ʻoi aku ka liʻiliʻi ma mua o ia.
Manaʻo ʻoe e hele ana lākouʻōwili iā CBS News?
He paʻakikī. Aia nā pilikia uniona. ʻO koʻu manaʻo, ua kamaʻilio ʻo Les Moonves e pili ana i ka hoʻohui ʻana iā CBS a me CNN. Ua manaʻo ka poʻe e hiki mai ana no nā makahiki. He pilikia nui ka hana uniona; he hui kekahi a ʻaʻole kekahi. No laila, pehea e hana ai a pehea ʻoe e hoʻohui ai i kēlā mau mea, ʻaʻole wau ʻike. No laila, e ʻike mākou.
Akā e nānā, manaʻo wau ua pau kēia kālepa. ʻAʻole wau i manaʻo he ala hoʻoponopono e hoʻōki i kēia kālepa. Akā ʻo ka nīnau nui, ʻo ka pane ʻana i kāu nīnau, pehea e pani koke ai? Manaʻo ʻo Paramount e pani ʻia kēia ma mua o ka hopena o Kepakemapa. Manaʻo wau i ke ʻano o ke kālepa ʻana o ke kumukūʻai, me ka pālahalaha pālua ʻelua i kahi o ka $31, e haʻi iā ʻoe e hopohopo nā mea hoʻopukapuka he Q4 a i ʻole he hanana Q1 2027. A no laila, pehea ka lōʻihi o kēia pani ʻana, ʻo ia ka hihia o ka hoʻopaʻapaʻa nui.
Akau. Manaʻo wau e hana nui nā mokuʻāina a lawe i kekahi mau ʻae ʻana, ʻo Kaleponi.
Akā he aha ka ʻae ʻana? He aha ka ʻae ʻana āu e hāʻawi ai ma ʻaneʻi?
Hiki iaʻu ke noʻonoʻo i kahi hui. Manaʻo wau makemake ʻo Kaleponi e hōʻoia i ka noho ʻana o ka pūʻulu hana ma Kaleponi, a ʻaʻole e lilo i hana AI. Manaʻo wau e loaʻa iā lākou kahi ala e wehe ai i kēlā ʻae.
Manaʻo wau he nui nā nīnau e pili ana inā e pani lākou i nā hailona, a lākou e kamaʻilio mau nei, akā ʻaʻole naʻe e hōʻoiaʻiʻo ʻaʻole lākou e pani i hoʻokahi a ʻelua paha o nā ʻāpana Paramount a Warner. Nui ka poʻe e hana ma ia mau wahi. Nui nā mea hiki iā ʻoe ke wehe.
ʻAʻole ʻoe e pani i ka nui. Inā ʻaʻole ʻoe i makemake e loaʻa i ʻelua mau ʻāpana… ʻo wau, ʻae, ua lohe au i nā moʻolelo o ke kūkulu ʻana i kahi papa kumuhana ma kekahi o ia mau mea. Akā e waiho i kēlā ʻaoʻao, nui nā ʻoihana i kēia wahi e makemake i kekahi. ʻO kaʻu manaʻo, makemake ʻo Netflix e loaʻa kahi studio.
ʻAe.
ʻAʻohe kānalua no ia mea. No laila, inā he hale studio no ke kūʻai aku, ʻaʻohe oʻu kanalua e makemake ka mea pāʻani ma luna a e hele mai ana e loaʻa i kahi studio no ka mea he liʻiliʻi lākou. No laila ke manaʻo nei au ʻo ka nīnau maoli inā ʻaʻole lākou e kūʻai aku i ka hailona, mālama lākou, hoʻomau anei lākou e hana i nā kiʻiʻoniʻoni he nui e like me kā lākou e ʻōlelo nei?
I kēia manawa, e nānā, ʻo ka pane kūpono inā paha ʻoe e hana nei i nā kiʻiʻoniʻoni no nā hale kiʻiʻoniʻoni. Pono ʻoe e hana i nā ʻike he nui aʻe ma mua o Paramount a me Warner Bros. Inā makemake ʻoe e lilo i mea pāʻani ma ke kahe ʻana, pono ʻoe e hana pālua i ka ʻike. I kēia manawa, ʻaʻole paha kēlā mau mea ma Kaleponi. ʻO Netflix e pili ana i ka ʻike honua. Ke kūkulu nei lākou i kahi studio nui ma New Jersey.
Manaʻo wau he mea liʻiliʻi kēia e pili ana i ka mālama ʻana i nā hana kikoʻī ma Kaleponi ma mua o ka loaʻa ʻana o kahi ramp nui i ka ʻike. Ua ʻōlelo ʻo Paramount e loaʻa. Pono lākou e hana i nā mea ʻoi aku ka nui ma mua o kā lākou hana i kēia lā. I kēia manawa pono lākou e waiho i kā lākou kālā ma kahi o ko lākou waha.
Eia kaʻu nīnau maʻalahi loa e pili ana i kēia mau mea āpau. Hana ʻo Tom Cruise i nā kiʻiʻoniʻoni Mission Impossible. Hana ʻo ia i nā kiʻiʻoniʻoni Top Gun. Ua hana ʻo ia me Skydance no nā makahiki. Manaʻo wau ua hauʻoli nui ʻo ia i ka loaʻa ʻana o kahi hoa studio nui ma David Ellison. ʻAʻole ʻae ʻia ʻo ia e pana i ka mea i ʻike ʻia he Pake ma ia mau kiʻiʻoniʻoni no ka mea he mākeke nui ia no kēlā mau kiʻiʻoniʻoni. He hihia kaua moʻomeheu kēia no nā makahiki. Hana mākou i nā blockbusters nui, a malia paha mākou e hoʻolele i nā ʻaoʻao e pale aku i ka hōʻeha ʻana i ka poʻe Kina.
E hele ana kēia mau mea hoʻopukapuka i ka Middle East. ʻO wai ʻo Tom Cruise e pana i kēia mau kiʻiʻoniʻoni? No ka mea, ua like ia me kekahi hihia kaua moʻomeheu wela e holo pono ana ka ʻohana Ellison.
ʻO ka ʻoiaʻiʻo, hoʻokahi, ʻaʻole lākou e ʻōlelo i ka mea e hele maoli ana nā mea hoʻopukapuka. No laila ʻaʻole mākou ʻike i ka pane i kēlā. E ʻike kākou ʻo wai nā mea hoʻopukapuka. Manaʻo ʻia, ʻaʻohe aupuni o kēia mau mea hoʻopukapuka kālā a i ʻole hiki ke koho balota i kekahi mea a i ʻole he mana.
Inā he mana palupalu ko lākou, he pilikia ia o ka hoʻopaʻapaʻa nui aʻu i maopopo ai e loaʻa i nā regulators kahi lā kula me. Akā, e nānā, i ka hopena o ka lā, nui nā ʻike e pono e hana ʻia. Nui nā ʻike i loaʻa ʻole kekahi o nā pilikia āu e kamaʻilio nei.
Ke ʻōlelo wale nei au ma Top Gun: Maverick, ʻike ʻo ia i kahi F-14 i hoʻohana ʻole ʻia ma kahi kumu.
ʻOiaʻiʻo.
Hoʻokahi wale nō ʻāina me kahi F-14 i hoʻohana ʻole ʻia e noho ana ma ke kahua. ʻIke maoli wau hiki iā ʻoe ke kuhikuhi i kēia pilikia ma CNN, a manaʻo wau he nuiUa kuhikuhi ka poʻe i kēia pilikia ma CNN, akā inā makemake ʻoe i nā blockbusters i makemake ʻia e Ellison, ke hele maoli nei ʻoe i ka geopolitics ma kahi ʻano kikoʻī ʻē aʻe.
ʻOiaʻiʻo.
A loaʻa paha iā ʻoe kahi waihona kālā ʻaʻole makemake ʻoe e hele i loko o ia ala.
E nānā, ʻaʻole wau i manaʻo i ka poʻe hoʻopukapuka e mālama i ka geopolitical e like me kā lākou mālama ʻana i hoʻokahi mea, ʻo ia ka mea e ulu nei i kēia ʻoihana. ʻO ka hoʻopaʻapaʻa mai nā mea hoʻopukapuka hoʻokahi mea maoli. Ua ʻike mākou a pau he momona kēia mau ʻoihana, a hiki iā lākou ke ʻoki i nā tonana o nā kumukūʻai. Ua hōʻoia kēlā me kēia kanaka. ʻO ka mea ʻaʻole i hōʻike ʻia e hiki iā ʻoe ke ulu maoli, e ulu mau i kēia mau ʻoihana.
ʻO ia ka mea e makemake ai nā mea kālā. Hiki iā ʻoe ke hana i nā ʻoluʻolu maikaʻi e makemake ai ka poʻe e ʻike, e alakaʻi ana i nā mea kūʻai aku, e alakaʻi i kahi ʻoihana streaming lōʻihi maikaʻi e hiki ke lanakila i ka hāʻule ʻana o nā ʻoihana hoʻoilina āu i loaʻa ai, nā mea hiki ʻole iā ʻoe ke hana i kekahi mea? ʻAʻole hiki iā ʻoe-
ʻAe.
ʻAʻole wau i manaʻo e kiʻi ʻoe i nā poʻe hou aʻe e hele i nā hale kiʻiʻoniʻoni. ʻAʻole ʻoe e loaʻa i nā poʻe hou aʻe e kākau inoa i ka TV linear. ʻAʻole hiki iā ʻoe ke hoʻoponopono i nā pilikia endemic i kēia ʻoihana i kēia manawa. ʻO ka nīnau, hiki anei iā ʻoe ke kūkulu i ka ʻoihana hou me ka nui a hiki ke ulu wikiwiki i ka holo ʻana i ka pahu hau hehee? ʻO ia ka nīnau helu ʻekahi.
No laila e hoʻopau wau i kēia. ʻO kēia ka manaʻo nui a mākou e hele mai nei i kēia manawa a pau. Ke kamaʻilio nei ʻoe e pili ana i ka hāʻule ʻana o nā ʻoihana nui, ʻo kaʻu ʻatikala ua hāʻule kā lākou hāʻawi. Ua pau nā mea āpau ma nā kahua hoʻolaha ʻaʻole i uku kālā iā ʻoe.
ʻO Netflix ke kahua hoʻolaha nui hope loa e uku ana i nā uku kiʻekiʻe no ka ʻike. ʻAʻole uku nā mea ʻē aʻe iā ʻoe. E uku paha ʻo YouTube iā ʻoe i ʻelua mau kālā no ka mea ua hoʻomaka lākou me kahi papahana mea hana, a ʻaʻole hiki iā lākou ke hoʻopau. Akā, uku ʻo YouTube Shorts i ka uku ʻaʻole pono.
Ua uku ʻo Meta iā ʻoe me ka ʻole.
ʻAe. Ua uku ʻo Instagram iā ʻoe me ka ʻole.
Zero, literally.
ʻO TikTok paha.
A ke hoʻouka nei ʻoe i ka ʻike. ʻO ia ka mea maikaʻi loa.
A ke hana mau nei nā mea a pau. Aia kekahi pūʻali o nā ʻōpio e hana manuahi, a ʻo ia ka mea āu e kūʻē ai, ʻaʻohe mea. Ua noʻonoʻo ka nui o ka poʻe i nā ala e kūkulu ai i nā ʻano ʻoihana like ʻole i kēlā kaiapuni, ke hoʻonui nei kekahi o ia mau mea, a ʻo kekahi e piʻi ana ka maikaʻi o ka hana. Aia ke ao holoʻokoʻa o nā hōʻikeʻike kamaʻilio ma YouTube i kēia manawa e noʻonoʻo nei pehea e hana ai i kahi mea e like me ka hōʻike ʻana i ka pō me kēlā ʻano kumu kūʻai i kēlā mau ʻoihana i ka wā ʻaʻole e uku ʻia ke kālā iā ʻoe.
Pehea e hoʻoponopono ai kekahi i kēia? Pehea mākou e kiʻi ai i nā kiʻiʻoniʻoni ke hiki iaʻu ke wehe iā TikTok a ʻike i ka hapa nui o A Few Good Men no ka manuahi? ʻAʻole ia he mea koʻikoʻi ke hiki iaʻu ke wehe i Instagram, a ʻo ka ʻaihue IP ka mea nui e hana ana nā mea hana i nā wikiō AI me nā mea kaulana hema a ʻākau. ʻAʻole ia he mea nui, ʻaʻohe mea nāna e pani. Nui loa ka pilikia puunaue.
Ua pololei ʻoe. Ma kekahi ʻaoʻao, he pane maʻalahi loa ia. Hana i ka ʻike e makemake ai nā kānaka e ʻike. ʻO koʻu manaʻo, e nānā iā KPop Demon Hunters. ʻAʻole paha ʻo ke kiʻiʻoniʻoni kupanaha loa āu i ʻike ai. Akā, hana ʻoe i nā mea i loaʻa nā mele maikaʻi, ka moʻolelo hoihoi, kahi mea hou a me nā mea hou e like me ka mea a lākou i ʻike ai ma mua, a ua loaʻa iā ʻoe kahi kiʻiʻoniʻoni nui loa o ka makahiki i hala ma kahi ākea ākea. ʻAʻole i pāʻani ma nā hale kiʻiʻoniʻoni. ʻAe, ʻike wau aia ia i loko o nā hale kiʻiʻoniʻoni no kekahi mau pule pule-
Ua hele au me ka'u kaikamahine. Ua-
Ma kahi mamao loa, ʻo ka kiʻiʻoniʻoni nui loa o 2025 he kiʻiʻoniʻoni Netflix. ʻO ia kahi mea a Hollywood i hoʻoponopono ʻole ai. E nānā, ʻo ke kumu i like me ka nui, ke manaʻoʻiʻo nei au, ʻoiaʻiʻo, ua maikaʻi ke kiʻiʻoniʻoni a me nā mea a pau, akā manaʻo maoli wau he hopena nui ʻo YouTube, media media, a me Spotify i ka puhi ʻana i ka ʻike a me ka wikiwiki maoli i ka hiki.
ʻO wau, manaʻo wau ʻo ia kekahi o nā mea āu e ʻike nei. ʻOi aku ka nui o nā hits ma mua o ka wā ma mua. ʻO ka pilikia ka liʻiliʻi a ʻoi aku ka mamao ma waena. ʻO ke kumu i ʻoi aku ka kūleʻa o Netflix ma mua o nā mea ʻē aʻe ʻē aʻe, ʻoi aku ka nui o nā kiʻi ma ka pahuhopu. A no laila, hoʻi kēia mau mea a pau inā makemake ʻo Ellison e kūleʻa, pono ʻo ia e kiʻi i nā kiʻi hou aʻe ma ka pahu hopu, no ka mea, ʻoi aku ka paʻakikī o kēia ʻoihana, akā hiki iā ʻoe ke lanakila.
ʻAe.
ʻO ʻoepono e lawe i nā kiʻi he nui ma ka pahu hopu a hana i kahi ton o ka ʻike e mālama ai i ka poʻe i kēlā me kēia lā.
ʻAe, e Rich, manaʻo wau e kamaʻilio ana ʻoe a me aʻu e pili ana i kēia kuʻikahi me ka makani ma o ka ʻae ʻana a laila hoʻokō i nā manawa he nui i nā makahiki e hiki mai ana. Mahalo nui iā ʻoe no kou noho ʻana ma Decoder.
Mahalo iā ʻoe no ka loaʻa ʻana mai iaʻu.
He nīnau a manaʻo paha e pili ana i kēia ʻāpana? Kaomi iā mākou ma decoder@theverge.com. Heluhelu maoli mākou i kēlā me kēia leka uila!
