Namuhla, ake sikhulume ngokuhlanganiswa kwe-Paramount-Warner Bros. Discovery.
Lesi sivumelwano singabumba kabusha yonke imidiya nezokuzijabulisa uma kuvalwa. Lokho kuseyisikhathi, esizobuyela kukho - njengamanje inhloko ye-Paramount uDavid Ellison wenza sengathi usedlulile entanjeni ngemuva kokukhipha i-Netflix, ehambe ngemuva kwalokho okubonakala sengathi sekuphelile.
Kuningi okwenzekayo lapha, okuhlanganisa nombuzo omkhulu engibe nawo kuyo yonke le saga: Kungani noma ubani engafuna ukuthenga i-Warner, ebulale wonke umuntu othengayo ebenaye kule kota yekhulu edlule? Ngizimisele: okokuqala i-AOL, bese kuba yi-AT&T, bese kuba yi-Discovery - abantu abaningi bazamile ukushintsha ingcebo yabo ngokuthola i-Warner Bros. Nokho nakuba abantu kungenzeka bahambe becebe kakhudlwana, izinkampani zabo ngokuvamile zigcine ziboshelwe inhlanganisela enonya yezikweletu nokuzisola. Pho kungani? Kungani ukwenza lokhu - futhi kungani manje?
Cishe ababhalisile, ungakhohlwa ukuthi uthola ukufinyelela okukhethekile ku-Decoder ngaphandle kwezikhangiso noma yikuphi lapho uthola khona ama-podcast akho. Shona lapha. Hhayi obhalisile? Ungabhalisa lapha.
Emuva ngoJanuwari, ngacela u-Puck's Julia Alexander ukuthi angihambise ekucabangeni kwe-Netflix, futhi namuhla ngimba i-Paramount no-Rich Greenfield, umhlaziyi wezindaba nezokuzijabulisa kanye nomsunguli wenkampani yocwaningo i-LightShed Partners. Uzozwa ngibuza u-Rich okuningi mayelana nesakhiwo salesi sivumelwano, kanye nesu okufanele lisize uDavid Ellison ukuthi alikhokhele. Kepha akukho ukuzungeza izinombolo: I-Paramount incane cishe izikhathi ezingama-40 kuneNetflix ngekhephu yemakethe, nokho inikeze ukukhokha ngamaphesenti angama-30 ngaphezulu kweWarner Bros.
Awudingi isizinda sezimali esihle ukuze ubone isithombe esikhulu lapha: Emqondweni wakho, lesi sivumelwano simayelana nesikweletu - izikweletu eziningi. I-Paramount iboleka amashumi ezigidigidi zamaRandi ukwenza lesi sivumelwano senzeke. Ayikho indawo esondelene nenani lemali edingekayo ukuze kuthengwe i-Warner ngentengo obekumele inikeze ukwesabisa iNetflix.
Ingxenye enkulu yemali esele iphuma kubaba kaDavid Ellison oyibhiliyoni, uLarry Ellison. Inhlanhla yakhe siqu incike cishe ngokuphelele esitokisini sakhe se-Oracle. Lesi yisitoko esifanayo esiboshelwe ukuze sibe ngcono futhi sibe sibi kakhulu nge-AI hype. Pho kungani uLarry Ellison ezimisele ukuhwebelana ngesitoko sakhe se-Oracle esinenzuzo ngamasheya enkampanini yezindaba? Futhi yini, ngempela, uhlelo lukaDavid Ellison lapha, ngaphandle kokunciphisa inani elikhulu lemisebenzi lapho isikweletu sesikweletu sifika?
Impela, abakwa-Ellison bacabanga ukuthi bangaphumelela lapho abaningi, abanye abaningi behlulekile - futhi bacabanga ukuthi i-AI inento yokwenza nezinhlelo zabo. Kodwa i-Paramount bekungeke kube yinkampani yokuqala eyabulawa isivumelwano se-Warner, futhi kungenzeka kungabi ngeyokugcina.
Kulungile: I-Rich Greenfield ye-LightShed Partners ku-Paramount's deal yokuthenga i-Warner Bros. Nakhu sihamba.
Le nhlolokhono ihlelwe kancane ukuze ibe yinde futhi icace.
U-Rich Greenfield, ungumsunguli kanye nomhlaziyi kwa-LightShed Partners. Siyakwamukela kusiqophisi.
Ngiyabonga ngokuba nami.
Ngibona sengathi sichithe isikhathi esiningi sibhala futhi sithumela ndawonye. Kuyajabulisa ngempela ukukhuluma nawe, ikakhulukazi mayelana ne-Warner Bros./Paramount, lapho ngicabanga ukuthi unolwazi olunzulu nobungcweti. Nawu umbuzo wami wokuqala kuwe. I-thesis yami, kungase kube inkolelo-mbono enginayo kuyo yonke imboni yezindaba, mhlawumbe yonke imboni yezokuxhumana, ukuthi uma uthenga i-Warner, uyazibulala. Futhi nokho wonke umuntu uhlala efuna ukuthenga i-Warner. Kungani imboni ingaqondi ukuthi ukuthenga i-Warner yikho okuholela ekufeni okusheshayo nokusheshayo?
Ngisho, ngoba ubuyela ku-AOL-
Ngisebenze kwa-AOL ngenkathi bephothula i-Time Warner. Ngikhumbula kahle lokhu.
Ukuze sibe nobulungisa, i-AOL yiyona nto eyafa, hhayi i-Time Warner.
[Uyahleka] Cha, i-Time Warner iyaqhubeka, njenge-zombie ezophinde ibulale. Izophinda futhi. Ngisho nangemva kwalokhu, ngiqinisekile.
Kuyahlanya ukuthi le mpahla idayiswe kangaki. Ngicabanga ukuthi kulungile ukuthi ukuhlanganiswa nale nkampani bekuwumlando wokufa. Ngokusobala, umndeni wakwa-Ellison uphume ukufakazela ukuthi akulona iqiniso.
Bheka, ngicabanga ukuthi iqiniso liwukuthi lo mkhakha wenza izinguquko ezinkulu. Ijubane loshintsho kwabezindaba lihamba ngezinga elimangalisayo ebhizinisini okuthi, uma ubuyela emuva maphakathi nawo-1990, njengamanethiwekhi ezintambo kwakuyibhizinisi elihle, eliqinile, ibhizinisi lesitudiyo sama-movie lalikhula, futhi amazwe ngamazweukuqhuma. Cabanga ukuthi sikuphi manje. I-Linear TV iyafa.
Yebo, ezemidlalo nezindaba zisasebenza kahle kakhulu. I-NFL iyimpahla emangalisayo. Ezemidlalo nezindaba zilungile. Kodwa ithelevishini yendabuko, ewumugqa, abantu abasilalelayo kule podcast abayi ekhaya futhi babukele uhlelo lwabo oluthandayo ku-NBC ngoLwesine ebusuku, ngendlela mina nawe esasenza ngayo sisakhula. Ubungeke uze ucabange ukwenza lokho. Kuningi kakhulu mayelana nokusakaza, ingasaphathwa le nkampani encane ebizwa nge-YouTube, ebusa isikhathi se-TV esichithiwe.
Ucabanga ukuya kumamuvi. Cabanga ngebhizinisi lamamuvi. Ababekhona behle ngamaphesenti angama-27 ukusuka emazingeni angaphambi kobhubhane, futhi lokho kusebhokisini. Izintengo zamathikithi zikhuphuke ngamaphesenti angama-25. Ngakho-ke, izinqe ezihlalweni zingaphansi ngamaphesenti angama-50 kuneminyaka eyisithupha edlule. Kuyamangaza lokho. Cabanga ukuthi leli bhizinisi lingaphansi kwengcindezi engakanani njengamanje.
Pho kungani uyithenga? Lona ngumbuzo wami owumongo. Kunomlando wakho, okusho ukuthi ukuthenga i-Warner kuzokubulala, futhi kungcono ube nombono omuhle wokuthi kungani kungenjalo. Kodwa ngokomlando, umbono wawo wonke umuntu ukuthi sizothatha izimpahla zika-Warner futhi size nokusabalalisa okusha, futhi izimpahla zika-Warner zizokwenza ukusatshalaliswa kwethu kube namandla. Leyo kwakuyithisisi ye-AOL.
Impela.
Leyo kwakuyithisisi ye-AT&T. Ngaphansi komugqa, lokho bekungokwezinga elithile, inkolelo-mbono ye-Discovery, yokuthi sizokwakha inkundla entsha yokusakaza nokuthi ukusatshalaliswa okuxhaswe yizimpahla zikaWarner kuzophumelela. Lokho akusebenzi neze. Lokho kusengase kube ithisisi ka-Ellison. Akucaci. Ngifuna ukuza kulokho. Ngakho-ke kukhona umlando lapho wokuthi lezi zimpahla azilungile ngokwanele ukunqoba izinselele zokusabalalisa. Futhi-ke kukhona okhuluma ngakho, nge-AI ekhoneni. Kungani uthatha lo kugembula?
I-Netflix yethula ukusakaza ngo-2007. Ngiyaqiniseka ukuthi uyazikhumbula izinsuku zokuqala zokusakaza kwe-Netflix. Angikwazi ngisho ukukutshela ukuthi bangaki abantu abangaza kithi bathi, "I-Netflix kufanele ithenge isitudiyo. Ayikho indlela abangakwenza ngayo lokhu. Kuyahlanya lokhu. Uma befuna ukuba ngokoqobo kuleli bhizinisi, kufanele bayothenga [isitudiyo]." Futhi ngikhumbula ngisho ne-Amazon. Futhi bheka, bathenge i-MGM, ukuze bangenzeleli.
Kodwa kwakukhona lo mbono owawunesikhathi eside wokuthi yayingekho indlela yokuthi ungakha isitudiyo esiqinile uwedwa. Futhi iNetflix ikwenzile. Bakufakazele lokho ukukhokhela ithalente ngokweqile, bedlula umncintiswano. Khumbula, bayenqaba ngokudumile i-HBO ye-House of Cards. Kanti okunye kungumlando mayelana nokulakha.
Akukho ukungabaza engqondweni yami ukuthi uDavid Ellison waphuma e-Skydance wathenga iParamount. Lona uhlobo lwesigxobo sakhe emhlabathini. Yayinesitudiyo esikhulu saseHollywood futhi inesevisi yokusakaza. Impela lalikhona ikhono lokwakha nje. Babengadingi ukuthenga esinye isitudiyo kanye nenqwaba yezinye izimpahla ze-TV eziwumugqa ezingaphezu kwezigidigidi eziyi-100. Ngicabanga ukuthi emiqondweni yabo, ukwakha kwakuzothatha isikhathi. Ukuphindaphinda leyo modeli ye-Netflix yokwengeza ubuchwepheshe, ukukhuphula okuqukethwe, ukukhulisa intengo, ukuba nemali ethe xaxa kokubhaliselwe ukutshala kokuqukethwe okwengeziwe, lelo sondo lonke elenza iNetflix inkampani yosayizi eyiyo namuhla.
Umndeni wakwa-Ellison awuzange uzimisele ukubekezela. Babengafuni ukulinda futhi bayakhe kancane; babefuna ukukwenza ngokushesha. Futhi indlela eshesha kakhulu yokukwenza kwakuwukusebenzisa inhlanhla yomndeni wabo ukuze baphume bayothenga i-Warner Bros. Bakholelwa ukuthi lokhu kuwukusheshisa uhlelo lwabo uma kuqhathaniswa nokuphuma nje bayokwakha isitini ngesitini. Futhi sizobona ukuthi lokho kugcina kuphumelele yini.
Bheka, kune-IP emangalisayo ehlezi ngaphakathi kwe-Warner Bros. Manje, uhlangothi oluseceleni ukuthi, ukhokhe kakhulu ngayo. Uphinde wasebenzisa amandla kuze kufike izikhathi eziyisikhombisa. Isikweletu esiphindwe kasikhombisa ku-EBITDA; leso yisikweletu esiningi okufanele usisebenze phakathi neminyaka emihlanu ezayo. Futhi, une-TV elandelanayo eminingi, futhi njengoba besisanda kukhuluma ngaphambili ku-podcast, akekho obuka i-TV ewumugqa. Futhi ngakho usebenzise imali eningi ukuze uthole izimpahla eziwohlokayo ngokwezwe.
Angiyena uDavid Ellison. Bengingeke ngikwenze lokhu kuthengiselana; Ngabe ngitshalile ngakha. Babengafuni. Abazange bavumelane nombono wethu, futhi baphuma benza lokhu kuthengiselana. Bagcine sebekhokha imali eningi kakhulu kunaleyo ebebeyilindele. Empeleni ngangicabanga ukuthi kuzohamba ngishoephakeme, kodwa i-Netflix ngokusobala ikhiphe ibheyili, futhi bayithole ngo-$31 isabelo, okusewuhlobo lwenani elihlanyayo. Kodwa uyazi ukuthini? Bakholelwa ukuthi bangenza izibalo zisebenze kulokhu, futhi bheka, isikhathi sizosho.
Ake sikhulume ngezibalo umzuzwana, bese ngifuna ukubuyela esu lakho. Akuyona yonke imali ka-Ellison, akunjalo? Kukhona inani elithile lokuthengiswa okuqhubekayo.
Babengakwazi ukukuhlanganisa konke. Kungase kube yimali engu-zero Ellison, futhi ingahlanganiswa yonke. Manje, asazi. Sicabanga ukuthi imali yaseMpumalanga Ephakathi isazoba yingxenye yalokhu ngendlela enkulu. Baye bakhuluma ngezimali eziningi ezahlukene zengcebo ezibandakanyekayo. Ukuthi lokho ekugcineni kuyenzeka noma cha, noma bathengisa lokhu kubatshalizimali base-US… futhi, ngicabanga ukuthi inselelo yokuthengisa lokhu njengamanje imayelana nokuhweba ngamasheya.
Ngiyazi ukuthi lokhu kuzophuma ezinsukwini ezimbalwa ngemva kokuba siqophe, kodwa ngokuphawulekayo ngaphansi kwenani lika-$16 lapho abakwa-Ellisons noma abatshalizimali babo abahlanganisiwe betshala imali, kusobala ukuthi ihweba ngesaphulelo esinengqondo kulokho. Futhi ngakho-ke abantu abaningi bangangena ezimakethe zomphakathi futhi bakhe isikhundla ngentengo ephansi kakhulu kunalapho lokhu kuthengiselana kwenzeka khona. Ngicabanga ukuthi lokho kuwuhlobo lwenselelo ohlangothini lokuthengisa, kodwa sizobona. Empeleni nginesithakazelo ngempela ukubona ukuthi isisekelo sokugcina sabatshalizimali sibukeka kanjani.
Ingxenye ebalulekile yendida, okungenani esivumelwaneni sika-Ellison njengoba yayikhula futhi inenzuzo enkulu, kwakuyisiqinisekiso esivela ku-Larry Ellison.
Isizathu kuphela sokuthi lokhu kuthengiselana kuye kwaParamount ukuthi uLarry wasukuma washo izinto ezimbili. Okokuqala, mina mathupha ngisothandweni lakho konke ukulingana kwalo msebenzi. Futhi-ke okubili, uma nganoma yisiphi isizathu isilinganiso siphezulu kakhulu futhi amabhange azibophezela esikweletini engafuni ukuxhasa isikweletu, ngizobeka imali eyengeziwe ekulungiseni inkinga ngokwami. Ngakho-ke, u-Larry, ngempumelelo, wenza lokhu kushintshwa kwe-Netflix kuya ku-Paramount.
Kulungile, nawu umbuzo wami ngalokho. Leli ibhulashi lokuqala e-AI engicabanga ukuthi lizovela izikhathi ezimbalwa kule ngxoxo. Uma unguLarry Ellison, ingcebo yakho i-Oracle, futhi i-Oracle bekuyinkampani engathandeki kodwa enenzuzo isikhathi eside. Futhi ngokuzumayo ibuye ibe sexy futhi ngoba usebenzisa inqwaba yezikhungo zedatha futhi-
Mhlawumbe i-sexy encane kunezinyanga eziyisithupha ezedlule, kodwa qhubeka.
Impela. Kodwa basanda kuthola imali kuleli sonto. Bahambe kahle. Ngicabanga ukuthi abantu abaningi bebecabanga ukuthi inhlekelele iyeza, futhi benza ngokweqile izilinganiso.
Impela.
Ngakho u-Oracle wenza kahle. Ukuphindaphinda kwe-AI kungokoqobo ku-Oracle kumugqa wesikhathi othile. Kungani emhlabeni ungahweba nge-AI ephindaphindwayo yesitoko sakho se-Oracle, okuyifa lakho nomcebo wakho, ukuze uthole inqwaba yemidiya enalesi sikweletu esingaka? Ngoba ngalokho, ngaphandle uma uthanda indodana yakho kangaka, angikwazi ukucabanga ngesinye isizathu sokuhweba.
Bheka, ngicabanga ukuthi kuya ngokuthi i-AI izoziguqula kanjani lezi zimboni. Angicabangi ukuthi i-AI izosho lukhulu ebhizinisini lethelevishini eliwumugqa, ngakho-ke ake sikuyeke lokho eceleni. Kodwa kunombuzo omkhulu ovulekile. Ingabe i-AI yenza i-IP yesitudiyo, okuqukethwe? Ingabe kuyenza ibe yigugu kakhulu?
Into ehlekisayo ukuthi, ngiyayithanda i-White Lotus. Ngicabanga ukuthi lowo mbukiso uwumbono wangempela, futhi imigqa yezindaba iyahlanya kakhulu. Kunzima ukucabanga i-AI iza naleso sigameko sika-Walton Goggins endaweni yokudlela. Angicabangi ukuthi i-AI izoqhamuka nombono wangempela onjalo. Ingabe iyakwazi ukuphindaphinda izinto ezibonayo? Nakanjani. Umbuzo uba: ingabe i-AI izoholela ekwakhiweni kokuqukethwe okuhle iyodwa? Ingabe udinga ukuphuma futhi uthenge lokhu okuningi ngendlela yempahla yesitudiyo? Ingabe kwenza ukukhiqizwa kwesitudiyo kushibhe? Uma isilinganiso sebhayisikobho esikhulu sibiza izigidi ezimbalwa zamaRandi, ungakwazi yini ukukhipha amaphesenti angu-30, 40, 50, 60 ezindleko ekukhiqizeni? Ngoba okuningi kungazuzwa nge-AI.
Ngicabanga ukuthi asizazi lezo zimpendulo okwamanje. Okungikhathazayo, ngizokutshela, ukuthi ngikholwa ukuthi emhlabeni wokuqukethwe okukhiqizwa abasebenzisi, sichitha isikhathi esiningi sicabanga nge-YouTube. Okuqukethwe kwe-YouTube kuzoba ngcono kakhulu nge-AI. Akukho kungabaza ngakho. Wonke umuntu emhlabeni uzokwazi ukwenza okuqukethwe okungcono kakhulu kunalokho angakwenza namuhla. Dlala nganoma yimaphi amamodeli namuhla. Uthola ukubukeka kusenesikhathi, futhi ngokuqinisekile, imizuzwana embalwa kuphela yevidiyo, kodwa phakathi neminyaka emithathu, wonke umuntuuzokwazi ukwenza okuthile okunenjongo ngempela.
Kwenzani lokho? Yimuphi lowo mfutho wokuncintisana? Kushintsha kanjani lokho? Ngabe sizoba nomuntu ohlezi egumbini lakhe elingaphansi ongakwazi ukwenza imuvi ngokoqobo ngaphandle kwezindleko zokusebenzisa isitudiyo semuvi? Lezo izinto okunzima ukuziqonda, kodwa akubonakali kungenangqondo njengoba ucabanga ngejubane loshintsho. Ngakho-ke umbuzo wangempela kimi uqinisekile, i-AI ingenza yonke into ehlezi ngaphakathi kwe-Paramount kanye ne-Warner Bros kuhlanganiswe kushibhe ukuyidala. Bangakwazi ukwenza okuningi nge-AI, kodwa uhlangothi lwalokhu ukuthi akekho okhuluma ngokuthi indawo yokuncintisana izoshintsha kanjani eminyakeni emithathu kuya kwemine ezayo.
Ingabe zonke lezi zinkampani, angisho nje ukuthi i-Paramount, kodwa ingabe zingaphansi kosongo lolwandle lokuqukethwe ongakwazi ngisho nokukuqonda? Sicabanga ukuthi kunokuqukethwe okuningi ku-YouTube, kodwa uma lokho okuqukethwe kungcono izikhathi eziningi ngekhwalithi futhi kukhona okwengeziwe kwakho okwakhiwayo ngoba kulula kakhulu futhi kuyashesha, lokho kwenzani ngenani lanoma yikuphi kwalokhu okuqukethwe okukhona? Yilokho ukukhathazeka kwangempela, into engigcina ngingalali ebusuku.
Kulungile. Ngizophinde ngikubuze umbuzo, ngoba ngicabanga ukuthi uye waphakamisa izintambo kulo mbuzo. Uma unguLarry Ellison futhi usebhizinisini lengqalasizinda ye-AI, futhi lokho kuwumcebo wakho nefa lakho e-Oracle, kungani ungahweba ngesabelo esisodwa sesitoko se-Oracle se-Warner Bros. Discovery, okungenzeka ukuthi ifile ngenxa ye-AI?
Ukufa yizwi elinamandla. Angithandi ukusebenzisa abafileyo ngokombono wanoma iyiphi yalezi zinkampani. Mhlawumbe kuzoba nezinkampani ezincane. Ngokuqinisekile, kunokuncintisana okwengeziwe, okungakhomba lokho. Ngicabanga ukuthi impendulo, ngokweqiniso, ukuthi sibonile uhlu - futhi asinaso isikhathi esanele kule podcast - yabantu abafuna ukuba sebhizinisini lemidiya, abafuna ukuba sebhizinisini lezokuzijabulisa, futhi abafuna ukuba sebhizinisini lezemidlalo.
Ingabe ungumnikazi wamaqembu ezemidlalo ngoba angamabhizinisi amangalisayo, noma unamaqembu ezemidlalo ngoba ayimpahla yendondo? Ngaphandle kokungabaza, kukhona isici sempahla yendondo kulokhu. Futhi futhi, angazi, angikwazi ukukufakazela ukuthi lokhu ukucabanga kukaLarry Ellison, kodwa ngicabanga ukuthi kukhona uhlobo lokubheja kuDavid. Uneminyaka engu-43 ubudala, futhi kukhona ukubheja ukuthi othile angenza iHollywood ngendlela ehlukile.
Isikhathi sizosho ukuthi lokhu kuyaphumelela noma cha, kodwa kunenkolelo yokuthi ngokusebenzisa ubuchwepheshe, bangafinyelela lokho okungekho muntu okwenzile. Futhi lokho kungumbono onolaka kakhulu, kodwa yilapho behlezi khona. Bacabanga ukuthi ubuchwepheshe babo buzoba ngcono kuneNetflix, kangcono kune-YouTube. Balahla i-Google Cloud, balahla i-AWS. Bahambisa yonke into ku-Oracle Cloud. Ngakho-ke mhlawumbe lokho nakho kuyingxenye yempendulo lapha. Ingabe ikhona into yokuqeqeshwa kanye nohlobo lokuzuza lokho i-Oracle engayenza ngokuba nakho konke lokhu okuqukethwe nolwazi lomsebenzisi?
Ngingathi kukhona ithisisi yokuhlakanipha evamile, akunjalo? Ukuthi bonke lobu buchwepheshe buzosetshenziswa ndawonye ngendlela okungenzeka ukuthi iHollywood ayizange ihlakaniphe ngokwanele ukwenza, noma ihlakaniphe ngokwanele ukutshala imali kuyo, yingakho i-Netflix ihlanza iwashi labo, yingakho i-YouTube iqala ukubadla bephila. Futhi ngiyazi ukuthi ulenze lelo phuzu izikhathi eziningi.
Impela.
Ngikhulume nabantu abakhe izisakazo, ngiyazi ukuthi nawe ukwenzile, futhi bafana nokuthi, "Le nkinga ixazululwe kakhulu kunokuba ucabanga. Akusekho ukuphuma kubuchwepheshe obuyisisekelo bokusakazwa kwevidiyo. Kungase kube nokuningi ongaphuma ezincomweni, kodwa udinga bonke abantu bavule uhlelo lokusebenza bese uthatha izincomo futhi uchithe isikhathi esiningi kuhlelo lokusebenza ukuze lokho kuxazulule abantu abaningi futhi sixazulule uhlelo lokusebenza." Angikuzwanga lokho kunoma yiziphi izinkundla ze-Ellison ezizungeze i-Warner.
Okokuqala nje, ngifisa sengathi ngingakubhodlela lokhu osanda kukusho, ngoba yinto eyodwa ebaluleke kakhulu okufanele wonke umuntu kuleli bhizinisi ayiqonde. Konke lokhu kumayelana nesikhathi esichithiwe, akunjalo? Imisebenzi yokusetshenziswa kwansuku zonke. Uvula i-Instagram nsuku zonke. Uvula i-TikTok izikhathi eziningi nsuku zonke. Isizathu sokuthi i-Netflix ne-YouTube ziphumelele njengoba zinjalo ukuthi uma ufika ekhaya uvela emsebenzini, ngeke uze uwuthole umbukiso okhona.Uyivula ngoba uyazi ukuthi uzojatshuliswa.
Uvula i-Paramount Plus ngoba kunesiqephu se-Yellowstone ofuna ukusibuka, noma uvula i-HBO Max ngoba isiqephu esisha se-The Pitt sishaye izolo ebusuku ngehora lesishiyagalolunye, futhi ufuna ukubuka leso siqephu esisha. Bese uyicisha kuze kube yisonto elizayo lapho kuzophuma isiqephu esilandelayo. Akuzona izindawo lapho uvele uye khona ukuyozithokozisa.
Umbuzo uthi, futhi nansi impumelelo yezigidigidi zamadola noma ukwehluleka kwalokhu kuthengiselana, noma ngabe uphonsa okuqukethwe okwengeziwe, ubuchwepheshe obungcono kakhulu, kanye nethoni yokumaketha, okuyilo uhlelo eParamount, akunjalo? Uhlelo luwukwenza zonke lezo zinto ezintathu phakathi neminyaka emibili ezayo njengoba zihlanganisa i-Paramount ne-Warner Bros. Ngisho noma wenza lokho, ungakwazi yini ukuhambisa inaliti ngokunenjongo ekuhlanganyeleni kwansuku zonke?
Ngoba i-inthanethi ngokomlando ingumnqobi-thatha-iningi. Khetha isigaba sakho, usazi kangcono kunami. Umbuzo uwukuthi, uma ukhuluma iqiniso, noma wenza zonke lezo zinto, ingabe umhlaba usuvele ubaqokile abawinile? Njengoba i-Disney izama, akunjalo? I-Disney yahamba ngempela kulokhu. Bakhuphule okuqukethwe ezingeni elimangalisayo. Kube nochungechunge olusha ku-Disney+ njalo emavikini ambalwa. Kwakukhona okuqukethwe okuningi, futhi akuzange ngempela ukuhambisa inaliti ngokwanele.
Futhi-ke umbuzo uwukuthi, ingabe i-Paramount ingakwenza lokho uDisney ayengakwazi ukukwenza? Ingabe bangakwazi ukungena ohlelweni lokusebenzisa nsuku zonke? Ngisho ukuthi, i-Prime Video, ngisho nayo yonke imidlalo abayichithe kuyo, ayikuzuzi ngempela lokho. Ngizothembeka kuwe, Nilay, angiqiniseki ukuthi kungenzeka, ngoba abantu bakhethe izinkundla zabo. Ukuziphatha kwabo ukuthi bavula iNetflix noma bavula i-YouTube. Ungakwazi yini ukubenza bavule i-Paramount nsuku zonke? Ungakwenza lokho? Angazi.
Ukhulume izigaba ezintathu, akunjalo? Bazotshala imali ekukhiqizeni. Mhlawumbe bazoba nokuqukethwe okwengeziwe ngoba ukukhiqiza kuzobiza kancane ngenxa ye-AI. Bese kuba nobuchwepheshe, okhulume ngabo. Bazotshala imali eningi kwezobuchwepheshe. Bese ukhuluma ngokumaketha. Ngifuna ukuza kwezokukhangisa ngoba ucezu lokumaketha lubonakala lubaluleke kakhulu kimi.
Yebo.
Ucezu lobuchwepheshe, lena indawo yami yonke. Ngibheke uDavid Ellison ekhuluma ngokuthuthela yonke into endaweni eyodwa bese yakhela kuleyo nkundla. Futhi ngicabanga ukuthi, u-Warner wazibopha ngamafindo ezama ukwenza lokhu, futhi akazange aphumelele lutho. Ingabe uyizwile impikiswano enhle yokuthi kungani ungathola lezi zindleko ngokushesha, ngaphandle kokuthi konke okuqukethwe kuzoba kuhlelo lokusebenza olulodwa?
Bheka, uma ubheka i-Disney+ njengendawo yokuqala, balethe u-Adam Smith, ovela kwa-Google. U-Adam uyi-CTO kanye ne-CPO, isikhulu esiphezulu semikhiqizo. I-Disney+ entsha ibukeka ingcono kakhulu. Kukhona i-algorithm yokuncoma manje. Empeleni inokuqukethwe okuthrendayo. Kwenzelwe wena uqobo. Kuseyizinsuku zokuqala, kodwa ngicabanga ukuthi kuyasiza ngokuzibandakanya.
Futhi, angicabangi ukuthi kusiza ngokwanele, ngoba ngicabanga ukuthi badinga okuqukethwe okuningi okwengeziwe. I-Tech in and ngokwayo ayiyona impendulo. Udinga okuqukethwe ukuze ube nakho. Kodwa ngicabanga ukuthi uma unamathemba okushayela ukuzibandakanya, udinga inkundla enhle. Futhi zombili izinkundla ze-Paramount ne-Warner Bros. azilungile. Abancintisani lapho iNetflix yayikhona eminyakeni emithathu noma emine edlule.
Imfihlo encane engcolile okungekho muntu okhuluma ngayo ukuthi uma ubheka inkundla yeNetflix manje, inamandla ngokuphelele. Ayikho inkundla emisiwe. Ishintsha ngokuphelele ngokusekelwe esikhathini sosuku nendlela oyisebenzisa ngayo. Kuyipulatifomu ehlala ishintshashintsha. Zonke lezi zinkampani, kufaka phakathi iParamount, zizama ukwakha ukuthi iNetflix yayinjani eminyakeni emithathu noma emine noma emihlanu edlule. Yebo.
Ngisho ukuthi, vula noma yiziphi zalezi zinhlelo zokusebenza. Abakwazi nokwenza ividiyo yekhava yokudlala ubuciko. Isiphelelwe yisikhathi ngokwemibandela yokuthi ziyini izitaki zobuchwepheshe zalezi zinkampani. Ngakho-ke ngicabanga ukuthi ukuqashelwa kwa-Paramount ukuthi sidinga ukuhlanganisa konke lokhu kuqala.
Futhi futhi, ngicabanga ukuthi enye yezindaba ezinkulu kukho konke lokhu kuthengiselana ukuthi, ingabe ifu le-Oracle lingakwazi ukukusingatha lokhu? Ngoba angikholwa, futhi uyangihlola uma nginephutha kulokhu, kodwa angikholwa ukuthi kukhona umuntu endaweni yemidiya yokusakaza osebenzisa i-Oracle Cloud. I-TikTok iyakwenza, kepha leyo yividiyo emile emfishane. Ukusakazaezemidlalo, ukusakaza imicimbi ebukhoma, izindaba, ne-TV ebukhoma — akekho osebenzisa ifu lika-Oracle. Lena kuzoba yinkampani yokuqala eyake yasebenzisa ifu le-Oracle ngale njongo. Futhi bakwenza kuleli hlobo ku-Paramount, bese-ke, ngokusobala, ngizothatha ihlobo elizayo ku-Warner Bros. Bathi kuzoba ngamaphesenti angu-50 ngokushesha ngesigamu sezindleko kunefu le-Google ne-Amazon.
Wonke amehlo azobe ethe njo ku-Oracle. Ngiqonde ukuthi, ngiyaqiniseka ukuthi ungaba nezivakashi, ingabe i-Oracle ingakwenza ngempela lokhu? Kuzoba umbuzo omuhle futhi into enhle ukuyibuka.
Yebo. Futhi futhi, ngicabanga ukuthi isipiliyoni esisibona njenge-Oracle izama ukuba ngumdlali omkhulu we-hyperscaler ku-AI futhi njengoba i-Oracle izama ukusebenzisa iplatifomu ye-TikTok, ungabona ama-seams. Kusobala nje ukuthi imithungo ikuphi. Ushilo ukuthi iNetflix ingaphambili. Izakhiwo ze-Oracle zindala kunokwakheka kwawo wonke umuntu ngezindlela ezithile. Ngifisa ukwazi kakhulu. Ngicabanga ukuthi lena imibuzo emikhulu, futhi.
Bayaqiniseka ukuthi i-Oracle ingakwenza. Mhlawumbe lokhu kuphinde kukhulume nokuthi kungani lokhu kuthengiselana kwenzeka, akunjalo? Njengokuthi, "Hhayi, uma i-Oracle ingenza lokhu futhi ifakazele ukuthi ingakufeza lokhu, noma ngabe kukhona izinhlungu ezikhulayo, bangaqala ukuheha abanye abadlali endaweni yabo?" Angazi, kodwa ngicabanga ukuthi lowo umbuzo ovulekile.
Kulungile. Kepha abanye abadlali ababili esikalini abangahambisa inaliti ye-Oracle ngokunengqondo yiNetflix, eboshwe kakhulu ne-AWS, futhi angicabangi ukuthi izoke ishiye i-AWS, ne-YouTube, okuthi, ngenxa yezizathu ezisobala, ngeke ishiye iGoogle. Ungaqoqa wonke ama-streamer amancane emhlabeni, futhi umsebenzi wakho we-AI usazoba yingxenye enkulu yenzuzo yakho lapho.
Ngakho-ke futhi, izingxabano lapha ku-Oracle zonke zibonakala sengathi, "Hhayi-ke, uDavid uyindodana kaLarry," futhi mhlawumbe lokho kulungile. Njengoba ushilo, mhlawumbe kuyimpahla yendondo nje. Kodwa uma ukhuluma ngokukhiqizwa kokuqukethwe okukhuphuka ngokusebenza kahle kakhulu ngenxa ye-AI, leyo yimpikiswano esebenza kahle, akunjalo? Sinezindleko eziphansi.
Uma ukhuluma ngobuchwepheshe, kusengukuphikisana okusebenzayo. Bese uthola ukumaketha. Futhi ukumaketha kuzwakala njengezindleko ezimsulwa, ngoba ukungena ezweni lapho kunokuqukethwe okwandayo njalo futhi uthi, “Buka lo mbukiso, hhayi lowo,” ngokumaketha kukodwa kubonakala kungenakwenzeka.
Angiqiniseki ukuthi ukwenza kanjani. Futhi inani okungenzeka kudingeke ulichithe ukuze wenze abantu bavule lolu hlelo lokusebenza olusha futhi bachithe isikhathi esiningi lapho ukuze ubuke i-IP entsha, ukukhishwa okusha, nenye i-IP ekhona, ibonakala iphezulu kangangokuthi izonciphisa noma yimaphi amandla okuthola ekukhiqizweni kokuqukethwe kanye nobuchwepheshe. Nami angikwazi ukwenza izibalo zisebenze.
I-Warner Brothers kanye ne-Paramount empeleni abahle kakhulu ekukhangiseni isevisi yabo ngokwabo. Bobabili empeleni bathembele kwenye inkampani ukuthi yenze imisebenzi yabo eminingi. Bobabili bathembele kakhulu eziteshini ze-Amazon. Okubaluleke kakhulu kune-Warner's. Kepha ingxenye enkulu yezisekelo zabo zababhalisile ihlala eziteshini ze-Amazon.
Khumbula, uma useziteshini ze-Amazon, i-Amazon iphethe ukuthengisa. Awusebenzisi uhlelo lwakho lokusebenza. Ngisho ukuthi ungangena kuhlelo lwakho lokusebenza, kodwa abantu abaningi bavele basebenzise uhlelo lokusebenza lwe-Amazon Prime Video futhi babuke i-HBO yabo. Babuka i-Pitt ku-Prime Channels, noma babukele i-1883 ku-Prime Channels. Abalokothi basebenzise uhlelo lwabo lokusebenza. Ngicabanga ukuthi enye yezinkinga ezinkulu, ezinkulu ezingakunakwa ngokwanele emibuthanweni yezobuchwepheshe nasemibuthanweni yabezindaba njengamanje ukuthi uDavid Ellison nethimba bazophuma yini kulezi zitolo zeziteshi, kungaba isitolo sesiteshi sase-Amazon noma isitolo sesiteshi sika-Roku. Ngisho ne-Google ineziteshi ze-YouTube Primetime.
Lezi zitolo zeziteshi bezixazulula inkinga osanda kuyiphakamisa. Kunzima ngempela ukuthola ababhalisile. Kubiza kakhulu futhi kunzima. Futhi bathembele kulezi zitolo zeziteshi, futhi i-Amazon yakhe ibhizinisi elibi kakhulu. Ngibanika udumo olukhulu. Ngisho ukuthi, iqiniso lokuthi i-Apple TV Plus iyisiteshi esiyinhloko ikukhombisa ukuthi kungakanani okushintshile kule minyaka emihlanu noma eyisithupha edlule, nokuthi kunzima kangakanani ukukhulisa ibhizinisi lokusakaza amavidiyo. Kodwa uma ungu-Ellison, ubani ongasebenzisi izitolo zeziteshi?
Kunezinkampani ezimbili ezingasebenzisi izitolo zeziteshi: iNetflix neDisney. Uma ungu-Ellison futhi ufuna ukucatshangelwa kulowo mkhakha ophezulu, lokhoizinga eliphezulu, ingabe unaso isibindi sokuzihambela wedwa? Ngicabanga ukuthi lokho kuzoba wuphawu olukhulu lokuthi zinkulu kangakanani izifiso zakhe. Ingabe uzimisele ngempela ukuphuma? Njengoba usanda kusho, kubiza kakhulu ukuphuma futhi umakethe futhi ugcine. Futhi futhi, akukhona nje ukuthola ababhalisile. Kufanele ube nokuqukethwe okwanele kanye nobuchwepheshe obuhle ngokwanele obuyisisekelo ukuze ugcine abantu bebuya nsuku zonke. Kungenjalo, bayaqhuma.
Isitha saleli bhizinisi siyaxova. Kwakuhlekisa, ngicabanga ukuthi enye yezinto iNetflix eyayijabule kakhulu ngayo ngenkathi ibheka ukutholwa kwe-Warner Brothers ukuthi bamangazwe ukuthi i-churn yayiphezulu kangakanani kuzo zonke izimakethe zomhlaba ze-HBO. Ngakho, lokho kuyindaba enkulu.
Kulungile. Ngoba abantu babhalisela umbukiso owodwa, bese behamba. I-Game of Thrones isiphelile, ngihambile.
Kulungile. Inkinga leyo. Lokhu kuhlala kubuyela enkingeni eyodwa ewumongo. Impela, i-algorithm. Impela, ubuchwepheshe. Kodwa okuqukethwe okwanele. Akukho okuqukethwe okwanele ukukugcina ulapho. Awugxili emhlabeni we-HBO Max. Awugxili emhlabeni weParamount Plus. Lezi izinhlelo zokusebenza ezisetshenziswa kancane. Futhi bheka, izibalo zabo ezichithwe isikhathi zikhombisa lokho.
Ukhulume konke lokhu kumongo wekhebula, izindaba, nezemidlalo. Izindaba nezemidlalo nazo zinamathela ngendlela emangalisayo. Abantu bavele banamathele kulezo zinto. Bazolalela ngokoqobo lezo zinto ngesikhathi. Lokho kungase kwehle ku-TV ewumugqa, kodwa ungabona i-Netflix itshala imali kuvidiyo ebukhoma, kanjalo ne-YouTube. Kuzwakala sengathi ngaso sonke isikhathi uma sikhuluma nanoma ubani ku-YouTube, ufana nokuthi, “Kufanele uphile kakhudlwana.”
Ngesikhathi ulalela le podcast, ama-Oscar azobe ekhona.
Yebo. Futhi i-YouTube itshale imali kulokho.
Eminyakeni emithathu, ama-Oscar azoba ku-YouTube. Ngakho-ke, khuluma ngemicimbi ebukhoma.
Ingxenye enkulu ye-Paramount deal i-Netflix engayifuni yi-CNN, futhi i-CNN isanamathele. Kunempi eqhubekayo e-Iran. Kulapho i-CNN ifakazela khona ukubaluleka kwayo kuwo wonke umuntu. Ukuthi bazo-
Ngithanda ukuphika, Nilay. Ngisho, ngokuhlakanipha kwababukeli, cha.
Hhayi-ke, yilapho ufuna khona, akunjalo? Impi Yezwe.
Impi noma ayikho impi, akekho obuka i-CNN. Izinombolo ziyisipoki seziqu zabo zangaphambili. Ibhizinisi le-CNN liyahwamuka ngokoqobo phambi kwamehlo akho.
Impela. Ake ngenze ingxabano mayelana nenani le-CNN.
Kulungile.
Futhi bheka, ngiphethe igumbi lezindaba. Nginemizwa eminingi mayelana nebhizinisi lokwenza izindaba. Uma ufuna ukusabalalisa okuqukethwe enanini elikhulu labantu, ungavele uye ku-YouTube. Usanda kubeka izinto ku-YouTube. Sifaka izinto zethu ku-YouTube. I-YouTube ayikukhokheli lutho. Ngokuphumelelayo, awukwazi ukuqhuba ibhizinisi ngamadola wobambiswano we-YouTube.
Bakukhokhela amashekeli ambalwa. Uthola amasenti ambalwa kuyo.
Kancane. Kodwa angazi nomdali we-YouTube oyedwa ofana nokuthi, "Ngingaphila futhi ngife ku-YouTube kuphela."
Mhlawumbe uMnu Beast.
Cha, uMnu. Beast ulahlekelwa yimali ku-YouTube kuphela. Yonke imali yakhe eyokumaketha—
Amabha kashokoledi?
Yebo. Waqonda. Futhi amanani akhe aphezulu kangangokuthi akekho omunye ongakwazi ukukhokhela amadili akhe omkhiqizo. Ngakho kwadingeka adlulele emikhiqizweni ebonakalayo ukuze akwazi ukumaketha imikhiqizo yakhe ngenani eliphakeme ngokwanele ngoba akekho owayekwazi ukukhokhela amanani ezikhangiso ayefuna ukuwabiza. Lena i-thesis emangalisayo, yonke enye ye-PhD yesiqephu se-Decoder.
[Ehleka] Qhubeka.
Kodwa akekho ongenza imali ku-YouTube yedwa. Uma ufuna ukuqhuba igumbi lezindaba ngesilinganiso se-CNN, okukhona abambalwa abashabalalayo emhlabeni njengamanje, futhi aba bancane, udinga enye imali ukuze ukwenze. Awukwazi ukuvele usabalalise yonke into ku-YouTube.
Mhlawumbe uma i-CNN isabalalise yonke into ku-YouTube, izoba nababukeli abaningi kakhulu. Ngakho-ke, banamathele ku-puzzle yokusabalalisa okungenzeka ukuthi akekho oyoke ayixazulule. Ngaphandle uma ungumnikazi wokusabalalisa okwanele okunenzuzo enkulu, ngeke ukwazi ukusebenzisa into elingana ne-CNN. Yingakho ibhizinisi labo lincipha, ngoba ukuze uthole i-CNN, kufanele ubukele ikhebula lomugqa, futhi akekho ozokwenza lokho. Futhi leyo nto ingaphansi kwengcindezi enkulu.
U-Ellison wayefuna leli bhizinisi. Wayengathi, “Ngizothenga yonke into. Ngizothenga ibhizinisi eliwumugqa.” Okuwukuphela kwempahla yomugqa yanoma yiliphi inani i-CNN. Wenze izithembiso ezithile zokuthi izinguquko ezinkulu zizofika e-CNN, e-White House, kodwa kunempi e-Iran.Abatshalizimali bakhe bazoba baseMpumalanga Ephakathi, kubonakala sengathi. Lokho konke kubonakala njengephazili eyisiphazamiso esikhulu ezinkingeni osuvele uzibeke ebhizinisini eliwumgogodla wokusakaza. Kungani ukhethe lokho, futhi?
Ngicabanga ukuthi uphuthelwa yisizathu esiyinhloko sokuthi kungani bethenge izimpahla ze-TV eziwumugqa. Kunezizathu ezimbili. Eyodwa, bakholwa ngempela, futhi ngicabanga ukuthi ekugcineni kubonakale kulungile. Babodwa ababezimisele ukuthenga lezi zimpahla ezimbi. Lezi yizimpahla ezimbi kangaka. Ngicabanga ukuthi ngingasho shitty, akunjalo?
Lezi yizimpahla ezimbi kangaka. Akekho omunye eplanethini enguMhlaba owayefuna ukuthenga lezi zimpahla. Ngakho-ke ngenkathi i-Comcast ne-Netflix bebheka lokhu, ngoba ukhumbula ukuthi unabathengi abathathu ngokuphumelelayo, babefuna kuphela ukuthenga isitudiyo kanye nebhizinisi lokusakaza. Babengenayo intshisekelo ebhizinisini lamanethiwekhi omugqa womhlaba. Ngakho-ke, u-Ellison wacabanga ukuthi wayezinikeza inzuzo ngokuthenga izimpahla ezazingafunwa muntu. Kodwa kukhona enye ingxenye yalokhu. Buyela lapho siqale khona ngaphambili kakhulu kule podcast, besikhuluma ngokuphakama kulokhu kuthengiselana. Ukuthi lokhu kuwukuthenga ngempumelelo okukhulu kakhulu. Ukhuphuka izikhathi eziyisikhombisa. Kunezikweletu eziningi kulokhu kuthenga.
Lawa manethiwekhi amakhebula alayini, nakuba engewona amabhizinisi amahle, alahla imali eningi. Ngakho-ke, basengozini yemvelo. U-Ellison nethimba abakuphiki lokho. Lezi yizimpahla zezwe ezehlayo. Badinga lokho kugeleza kwemali. Izibalo kulokhu okwenziwayo ngeke zisebenze ngaphandle kwalezo zimpahla. Awukwazi ukukhuphukela kulesi sici ngaphandle kokuthenga lezo zimpahla.
Ngakho-ke, ngicabanga ukuthi kufana nokuxazulula isibalo sezibalo nokwazi ukuthi kufanele ube nalezo zimpahla, kanye nombono wokuthi, "Heyi, ungaba sesimweni esingcono sokuthenga le nkampani ngoba iNetflix ibingazifuni." Futhi-ke, empeleni, ngicabanga ukuthi ukuzimisela kwabo ukukuthenga konke kubasize ngokuhlobene nebhidi yeNetflix.
Ngisho ukuthi, kubonakala sengathi akubasizanga ngoba iNetflix yayinqobile, kwaze kwaba yilapho abaphathi bakaTrump bengenela.
Bheka, leyo yindaba engike ngabona abantu bekhuluma ngayo. Angicabangi ukuthi leso bekuyisizathu esenza ukuthi lesi sivumelwano sihlukane. Abaphathi bakaTrump bebengabamangalela. Khumbula, vele ubuyele emuva kancane ngesikhathi. Abaphathi bakaTrump bazame ukumisa i-AT&T ekuthengeni i-Time Warner. Futhi empeleni, kwaya enkantolo, futhi ngokubonga, siseyisizwe semithetho, njengoba umlingani wami u-Walt Pisik ethanda ukusho.
Futhi ekugcineni, ubani owawina? I-Time Warner ne-AT&T. Umsebenzi wenziwa ngokumelene nohulumeni, futhi empeleni ngokumelene ne-DOJ's, ngokusobala, icala. Ngakho-ke ngicabanga ukuthi iNetflix ngabe iwinile futhi ekugcineni ibingathola lokhu kuthengiselana, ngoba bekungekho yedwa kwaNetflix. Kodwa uyazi ukuthini? Akunandaba. I-Netflix yahamba. Futhi ngicabanga ukuthi u-Ellison, ezimisele ukukuthenga konke, kwakuyinzuzo, futhi ekugcineni wayenqumela ibhodi.
Ake ngikubuze imibuzo enamaqhinga mayelana nokuthi kwenzekani ngokulandelayo kulesi sivumelwano. Futhi-ke ngifuna ukukusondeza, ngakho-ke umqondo owodwa omkhulu okufanele ngiwusonge, ngoba sesike sawuthinta izikhathi eziningana manje, futhi nginelukuluku lokuthatha kwakho kuwo.
Kepha ngobuhlakani, u-Ellison wavela ku-Warner lot, wathi, "Lona bekuwuhlelo oluneziyaluyalu, kepha sekuphelile manje." Futhi ngacabanga ngathi, "Akukapheli." Ukuphatha kukaTrump kungase kugxivize lokhu, kodwa ezinye zezifundazwe zizofaka icala. I-European Union inombono wokuhlanganisa ohluke kakhulu kowokuphatha kukaTrump.
Yini ngempela elandelayo? Sekuphelile, noma sizoba nezimpi?
Bheka, ngingamangala uma lokhu kuthengiselana kungavalwa. Futhi, angicabangi ukuthi kunezinkinga ze-monopoly lapha. Ingabe ziningi izici ezesabekayo eHollywood ehlanganisa izitudiyo ezimbili, futhi ingabe kuzochitheka igazi eliningi ohlangothini lwenethiwekhi yamakhebula?
Yebo. Bangaki ukudilizwa okuzoba khona?
Uhlangothi lwenethiwekhi yekhebula? Bheka, empeleni, ake ngikubuze umbuzo. Ucabanga ukuthi bangaki abantu abasebenza kwa-CNN namuhla emhlabeni jikelele?
Amashumi ezinkulungwane kuwukuqagela kwami.
Cha, lokho kuningi kakhulu - abantu abangu-3,000.
Kulungile.
Izinkulungwane ezintathu. Ukuqagela kwami ukuthi eminyakeni emibili ngemuva kokuvalwa kwalokhu kuthengiselana, lelo nani lizoba ngaphansi kwesigamu. Bazovele bathumbe i-CNN. Kuzoba ibhizinisi elincane kakhulu, elincane kunalokhu eliyikho.
Ucabanga ukuthi bazokwenzaikufake Ezindabeni ze-CBS?
Kunzima. Kunezindaba zezinyunyana. Ngisho ukuthi, u-Les Moonves wayevame ukukhuluma ngokuhlanganisa i-CBS ne-CNN. Abantu babecabanga ukuthi lokho kwakuzokwenzeka iminyaka. Izisebenzi zenyunyana ziyinkinga enkulu; enye iyinyunyana kanti enye ingeyona. Ngakho-ke, ukuthi lokho kusebenza kanjani nokuthi uhlanganisa kanjani lezo, ngokweqiniso angazi. Ngakho-ke, sizobona.
Kodwa bheka, ngicabanga ukuthi lokhu kuthenga kuyavalwa. Angicabangi ukuthi ikhona indlela yokulawula yokumisa lokhu kuthengiselana. Kodwa umbuzo oyinhloko, uphendula umbuzo wakho, ukuthi ivala ngokushesha kangakanani? UParamount ucabanga ukuthi lokhu kuzovala ngaphambi kokuphela kukaSepthemba. Ngicabanga ukuthi indlela isitoko esihweba ngayo, ngokusatshalaliswa kwamadijithi amabili lapho i-$31 ikhona, ingakutshela ukuthi abatshalizimali bakhathazekile ukuthi lena yi-Q4 noma umcimbi we-Q1 2027. Futhi-ke, ukuthi lokhu kuthatha isikhathi esingakanani ukuvala kusewudaba lwenkulumo-mpikiswano enkulu.
Kulungile. Ngicabanga ukuthi izifunda zizokwenza omkhulu umsindo futhi zikhiphe ezinye izimvume, ikakhulukazi eCalifornia.
Kodwa yini imvumelwano? Isiphi imvume ongasinikeza lapha?
Ngiyakwazi ukucabanga ngenqwaba. Ngicabanga ukuthi iCalifornia ifuna ukwenza isiqiniseko sokuthi inqwaba yabasebenzi ihlala eCalifornia, futhi ingajiki ibe ngabasebenzi be-AI. Ngicabanga ukuthi bazothola indlela yokukhipha leyo mvume.
Ngicabanga ukuthi miningi imibuzo mayelana nokuthi bazovala inkatho yini, abalokhu bekhuluma ngayo, kodwa bangalokothi baqinisekise ukuthi ngeke bavale eyodwa noma ezimbili ze-Paramount noma i-Warner lots. Abantu abaningi basebenza kulezo zindawo. Kuningi lapho eningahlukana khona.
Ubungeke uvale kakhulu. Uma ubungafuni ukuba nezindawo ezimbili… Ngisho, yebo, ngizizwile izindaba zokwakha ipaki yetimu kwenye yazo. Kepha shiya lokho eceleni, kunezinkampani eziningi ezikulesi sikhala ezingathanda eyodwa. Ngisho ukuthi, iNetflix ingathanda ukuba nenqwaba yesitudiyo.
Yebo.
Akukho ukungabaza ngakho. Ngakho-ke uma bekunenqwaba yesitudiyo esithengiswayo, angingabazi ukuthi umdlali osafufusa nozayo angathanda ukuba nenqwaba yesitudiyo ngoba ziyizinsiza eziyivelakancane. Ngakho-ke ngicabanga ukuthi umbuzo wangempela uma nje bengathengisi inkatho, bayayigcina, ingabe empeleni bayaqhubeka nokwenza amafilimu amaningi njengoba besho?
Manje, bheka, impendulo efanele kufanele kube ukuthi uyawenza noma cha amamuvi wetiyetha yama-movie. Udinga ukwenza okuqukethwe okuningi kakhulu kunokwenza i-Paramount kanye ne-Warner Bros. Uma ufuna ukuba umdlali ekusakazeni, udinga ukuthi udale okuqukethwe kabili. Manje, mhlawumbe hhayi konke lokho eCalifornia. I-Netflix imayelana nokuqukethwe komhlaba wonke. Bakha isitudiyo esikhulu eNew Jersey.
Ngicabanga ukuthi lokhu kuncane ngokugcina imisebenzi ethile e-California kunokuthi kuzoba nerempu enkulu kokuqukethwe. I-Paramount ithi kuzoba khona. Badinga ukwenza okuqukethwe okuningi kakhulu kunalokho abakwenzayo namuhla. Manje sekumele babeke imali yabo lapho kunomlomo wabo.
Nanku omunye umbuzo wami onamasu ngakho konke lokhu. I-Tom Cruise yenza amafilimu e-Mission Impossible. Wenza amafilimu e-Top Gun. Ukwenze neSkydance iminyaka. Ngiyaqiniseka ukuthi ujabule kakhulu ngokuba nozakwethu omkhulu estudiyo kuDavid Ellison. Akavunyelwe ukushutha noma ngubani obonakala engumShayina kulawo mamuvi ngoba leyo yimakethe enkulu yalawo mamuvi. Lokhu kube yindaba yempi yesiko iminyaka. Senza ama-blockbuster amakhulu, futhi mhlawumbe sisusa onqenqemeni ukuze sigweme ukucasula izethameli zamaShayina.
Laba batshalizimali bazoba baseMpumalanga Ephakathi. Ubani uTom Cruise ozoshutha kulawa mamuvi? Ngoba lokho kubukeka njengenye inkinga yempi yesiko elishisayo umndeni wakwa-Ellison ongenela kuyo.
Iqiniso liwukuthi, eyodwa, ngeke baze baphawule ngokuthi bazoba ngubani ngempela abatshalizimali. Ngakho-ke asiyazi impendulo yalokho. Ake sibone ukuthi obani abatshalizimali. Kuthiwa, laba batshalizimali abanakho ukubusa noma abakwazi ukuvota kunoma yini noma babe nomthelela.
Ukuthi banethonya elithambile kusobala ukuthi kuyimpikiswano enkulu engiqinisekile ukuthi abalawuli bazoba nosuku lwenkundla nabo. Kodwa, bheka, ekugcineni kosuku, kunokuqukethwe okuningi okudingeka kudalwe. Kunokuqukethwe okuningi okungenazo izinkinga okhuluma ngazo.
Ngikhuluma nje ku-Top Gun: UMaverick, uthola i-F-14 engasasetshenziswa esisekelweni.
Impela.
Kunezwe elilodwa kuphela eline-F-14 engasasetshenziswa ehlezi esisekelweni. Ngiyabona ukuthi ungayikhomba le nkinga ku-CNN, futhi ngicabanga kakhuluabantu bakhombe le nkinga ku-CNN, kodwa uma ufuna ama-blockbuster u-Ellison abonakala ewafuna, empeleni ungena ku-geopolitics ngenye indlela eqondile.
Impela.
Futhi ungase ube nesizinda sabatshalizimali esingafuni ukuthi ungene kuso ngaleyo ndlela.
Bheka, angicabangi ukuthi abatshalizimali banendaba ne-geopolitical njengoba benendaba nento eyodwa, okuyiyona ekhulisa leli bhizinisi. Inkulumompikiswano evela kubatshalizimali iyinto eyodwa ngempela. Sonke siyazi ukuthi lezi zinkampani zinamafutha, futhi zingakwazi ukunciphisa amathani ezindleko. Wonke umuntu ukufakazisile lokho. Okungekho muntu okufakazele ukuthi ungakwazi ngempela ukukhulisa, ukukhulisa ngokuqhubekayo lawa mabhizinisi.
Yilokho abatshalizimali abakufunayo. Ungakwazi yini ukwenza okuqukethwe okuhle abantu abafuna ukukubona, okushayela ababhalisile, okuholela ebhizinisini elihle lokusakaza lesikhathi eside elinganqoba ukuwohloka kwamabhizinisi amafa ongawakho, lawo ongakwazi ukwenza lutho ngawo? Awukwazi-
Yebo.
Angicabangi ukuthi uzothola abantu abaningi abazoya ezindaweni zamabhayisikobho. Ngeke uthole abantu abaningi ukuthi babhalisele i-linear TV. Awukwazi ukulungisa izinkinga ezikhona kulo mkhakha njengamanje. Umbuzo uwukuthi, ungakwazi yini ukwakha ibhizinisi elisha libe likhulu ngokwanele futhi ulikhulise ngokushesha ukuze lidlule i-ice cube encibilikayo? Lowo ngumbuzo wokuqala.
Ngakho-ke yilapho engifuna ukuphelela khona. Lona umbono omkhulu ebesilokhu siza kuwo sonke lesi sikhathi. Uma ukhuluma ngokuwa kwamabhizinisi amakhulu, ithisisi yami ithi ukusabalalisa kwawo kwawa. Konke kuphelele ezisekelweni zokusabalalisa ezingakukhokheli imali.
I-Netflix iyinkundla yokugcina enkulu yokusabalalisa ekhokha amanani aphezulu okuqukethwe. Konke okunye akukukhokheli lutho. I-YouTube ingase ikukhokhele amadola ambalwa ngoba iqale ngohlelo lwabadali, futhi ayikwazi ukuluvala. Kodwa i-YouTube Shorts ikhokha inani elingelutho.
I-Meta ikukhokhela uziro ngokoqobo.
Yebo. I-Instagram ikukhokhela u-zero ngokoqobo.
Uziro, ngokwezwi nezwi.
I-TikTok, mhlawumbe.
Futhi usalayisha okuqukethwe. Leyo ingxenye engcono kakhulu ngakho.
Futhi wonke umuntu usakwenza. Kukhona ibutho lentsha elizosebenza mahhala, futhi yilokho omelene nakho, kungakhathaliseki ukuthi kwenzekani. Abantu abaningi bathole izindlela zokwakha izinhlobo ezihlukene zamabhizinisi kuleyo ndawo, amanye awo akhuphukayo, kanti amanye akhuphuka ikhwalithi yokukhiqiza. Sekunezinhlelo eziningi zokukhuluma ku-YouTube manje ezithole ukuthi ungayenza kanjani into ebukeka njengohlelo lwezingxoxo lwasebusuku olunaleso sakhiwo sezindleko kulezo zomnotho lapho ukusatshalaliswa kungakukhokheli imali.
Umuntu ukuxazulula kanjani lokhu? Siwathola kanjani amamuvi lapho ngikwazi ukuvula i-TikTok futhi ngibone iningi Lamadoda Ambalwa Alungile mahhala? Akubonakali kungenandaba ukuthi ngingayivula nini i-Instagram, futhi ukwebiwa kwe-IP kudlange kangangokuthi abadali benza amavidiyo e-AI nabantu abadumile kwesokunxele nakwesokudla. Akubonakali kunendaba, futhi akekho oyivalayo. Inkinga yokusabalalisa inkulu kakhulu.
Uqinisile. Ngakolunye uhlangothi, empeleni kuyimpendulo elula. Yenza okuqukethwe abantu bafune ukukubona. Ngisho, bheka Abazingeli Bamademoni be-KPop. Mhlawumbe akuyona ifilimu enobuciko emangalisa kakhulu owake wayibona. Kodwa udala okuqukethwe okunomculo omnandi, ukuxoxwa kwezindaba ezithakazelisayo, okuthile okusha nokusha okubukeka kuhlukile kunalokho abake bakubona ngaphambili, futhi ube nengoma eshisa izikhotha eyayiyi-movie enkulu kakhulu yangonyaka odlule ngamajini abanzi. Ayikaze idlalwe kumatiyetha wama-movie. Yebo, ngiyazi ukuthi bekusematiyetha wezimpelasonto ezimbalwa-
Ngahamba nendodakazi yami. Beku-
Kuze kube manje, ifilimu enkulu kunazo zonke yango-2025 kwakuyifilimu ye-Netflix. Leyo yinto iHollywood engakayilungisile ngempela. Bheka, isizathu sasisikhulu njengoba sasinjalo, ngiyakholwa, impela, imuvi yayiyinhle futhi konke lokho, kodwa empeleni ngicabanga ukuthi i-YouTube, inkundla yezokuxhumana, kanye ne-Spotify kube nomthelela omkhulu ekuqhumiseni okuqukethwe futhi kusheshise ukufinyeleleka ngempela.
Ngisho, ngicabanga ukuthi leyo ngenye yezinto ozibonayo. Amahithi aba kakhulu kunangaphambilini. Inkinga ukuthi zimbalwa futhi ziqhelelene phakathi. Isizathu sokuthi iNetflix ibe yimpumelelo ukwedlula wonke umuntu ukuthi ithatha isibhamu esiningi emagolini. Ngakho-ke, konke lokhu kubuyela emuva uma u-Ellison efuna ukuphumelela, kufanele athathe isibhamu esiningi emgomweni, ngoba lokhu kuyibhizinisi elinzima kakhulu, kodwa usengakwazi ukuphumelela.
Yebo.
Wenakufanele nje uthwebule izithombe eziningi uqonde umgomo futhi udale ithoni yokuqukethwe okugcina abantu bematasatasa usuku nosuku.
Hhayi-ke, Rich, nginomuzwa wokuthi mina nawe sizobe sikhuluma ngalesi sivumelwano njengoba sifinyelela ekugunyazweni bese senza izikhathi eziningi, kaningi eminyakeni ezayo. Siyabonga kakhulu ngokuba kwi-Decoder.
Ngiyabonga ngokuba nami.
Imibuzo noma ukuphawula mayelana nalesi siqephu? Sithinte ku-decoder@theverge.com. Ngempela siyawafunda wonke ama-imeyili!
