Namhlanje, makhe sithethe ngeParamount-Warner Bros. Discovery fusion enkulu.
Esi sivumelwano sinokubumba kwakhona yonke imithombo yeendaba kunye nokuzonwabisa ukuba kwaye xa kuvalwa. Kusenjalo ukuba, esiza kubuyela kuyo - ngoku Intloko ephambili uDavid Ellison udlala ngathi ungaphaya komgca wokugqibezela emva kokukhupha iNetflix, eyemka emva kwento ebonakala ngathi yenziwe.
Kuninzi okwenzekayo apha, kubandakanya owona mbuzo mkhulu endikhe ndanawo kuyo yonke le saga: Kutheni le nto nabani na efuna ukuthenga i-Warner, eye yabulala wonke umntu oyifumanayo kwikota yokugqibela yenkulungwane? Ndinyanisekile: okokuqala i-AOL, emva koko i-AT & T, emva koko i-Discovery - abantu abaninzi baye bazama ukutshintsha ubutyebi babo ngokufumana i-Warner Bros. Nangona abantu ngabanye bebenokuthi bahambe betyebile, iinkampani zabo zidla ngokuphelela ekudityanisweni kwetyala kunye nokuzisola. Ngoko kutheni? Kutheni le nto - kwaye kutheni ngoku?
Umda wababhalisi, ungalibali ukuba ufumana ufikelelo olukhethekileyo kwiDekhowuda ngaphandle kwentengiso naphi na apho ufumana khona iipodcasts zakho. Intloko apha. Hayi umrhumi? Ungabhalisa apha.
Emuva ngoJanuwari, ndacela u-Puck's Julia Alexander ukuba andihambise kwi-Netflix yokuqiqa, kwaye namhlanje ndimba kwiParamount kunye no-Rich Greenfield, umhlalutyi weendaba kunye nokuzonwabisa kunye nomseki wenkampani yophando i-LightShed Partners. Uya kundiva ndibuza isityebi kakhulu malunga nokwakhiwa kwesi sivumelwano, kunye nesicwangciso esimele sincede uDavid Ellison ukuba ahlawule. Kodwa akukho manani ajikelezayo: I-Paramount imalunga namaxesha angama-40 amancinci kuneNetflix ngentengiso yemalike, kodwa ibonelele ukuhlawula iipesenti ezingama-30 ngaphezulu kwiWarner Bros.
Awudingi imvelaphi yezemali entle ukuze ubone umfanekiso omkhulu apha: Embindini wayo, esi sivumelwano simalunga namatyala-amatyala amaninzi. Okubalulekileyo kuboleka amashumi eebhiliyoni zeedola ukwenza esi sivumelwano senzeke. Ayinandawo ikufutshane nesixa semali efunekayo ukuthenga iWarner ngexabiso ebekufuneka linikele ngayo ukoyikisa iNetflix.
Uninzi lwemali eseleyo ivela kutata kaDavid Ellison oyibhiliyoni, uLarry Ellison. Ithamsanqa lakhe lobuqu lixhomekeke phantse ngokupheleleyo kwisitokhwe sakhe se-Oracle. Esi sisitokhwe esifanayo esibotshelelwe ngcono kwaye sibi ngakumbi nge-AI hype. Ke kutheni uLarry Ellison ezimisele ukurhweba ngesitokhwe sakhe se-Oracle esinengeniso ngezabelo kwinkampani yeendaba? Kwaye, kanye, sithini isicwangciso sikaDavid Ellison apha, ngaphandle kokunciphisa inani elikhulu lemisebenzi xa ityala lifikile?
Ngokuqinisekileyo, i-Ellisons icinga ukuba inokuphumelela apho abaninzi, abanye abaninzi behlulekile - kwaye ngokuqinisekileyo bacinga ukuba i-AI inento yokwenza nezicwangciso zabo. Kodwa iParamount ibingayi kuba yinkampani yokuqala ebulewe sisivumelwano seWarner, kwaye ngenene isenokungabi yeyokugqibela.
Kulungile: I-Greenfield ecebileyo ye-LightShed Partners kwi-Paramount's deal ukuthenga i-Warner Bros. Apha sihamba.
Olu dliwano-ndlebe luhlelwe kancinci ukwenzela ubude kunye nokucaca.
Ucebile uGreenfield, ungumseki kunye nomhlalutyi kwi-LightShed Partners. Wamkelekile kwiDekhowuda.
Enkosi ngokuba nam.
Ndivakalelwa kukuba sichithe ixesha elininzi sibhala kwaye sithumelana. Kuyonwabisa ngokwenene ukuthetha nawe, ngakumbi malunga neWarner Bros./Paramount, apho ndicinga ukuba unobunzulu bolwazi kunye nobuchule. Nanku umbuzo wam wokuqala kuwe. Ithisisi yam, inokuba yeyona thesis endinayo kuyo yonke imveliso yeendaba, mhlawumbi ishishini le-telecom lilonke, kukuba ukuba uthenga iWarner, uyazibulala. Kwaye ke wonke umntu uhlala efuna ukuthenga iWarner. Kutheni le nto ishishini lingaqondi ukuba ukuthenga iWarner kuko okukhokelela ekubhubheni ngokukhawuleza nangokukhawuleza?
Ndiyathetha, kuba ubuyela kwi-AOL-
Ndasebenza kwi-AOL xa babejikeleza i-Time Warner. Ndikhumbula oku ngokucacileyo.
Ukulunga, i-AOL yeyona nto yafayo, hayi iTime Warner.
[Ehleka] Hayi, ixesha Warner liyaqhubeka, njenge zombie eya kubulala kwakhona. Iza kuyenza kwakhona. Nasemva koku, ndiqinisekile.
Kuyaphambana ukuba le asethi ithengiselwe kangaphi. Ndicinga ukuba kufanelekile ukuba uhlobo lokudibanisa nale nkampani ngokwembali ibiluphawu lokufa. Ngokucacileyo, usapho lakwaEllison luphume ukubonisa ukuba ayiyonyani.
Jonga, ndicinga ukuba inyani kukuba eli shishini liqhuba inguqu enkulu. Isantya sotshintsho kumajelo eendaba sihamba ngesantya esimangalisayo kwishishini, ukuba ubuyele phakathi kwiminyaka yee-'90s, njengothungelwano lwentambo yayilishishini elilungileyo, eliqinileyo, ishishini lestudio somboniso bhanyabhanya lalikhula, kwaye ilizwe liphela.ukuqhuma. Cinga ngendawo esikuyo ngoku. Umabonakude welinear uyafa.
Ewe, ezemidlalo kunye neendaba zisaqhuba kakuhle kakhulu. I-NFL yipropati engakholelekiyo. Ezemidlalo kunye neendaba zilungile. Kodwa umabonakude wemveli, ocacileyo, abantu abasiphulaphuleyo kule podcast abagoduki kwaye babukele umboniso wabo abawuthandayo kwi-NBC ngoLwesine ebusuku, ngendlela mna nawe esasenza ngayo xa sasikhula. Awunakuze ucinge ngokwenza oko. Kuninzi kakhulu malunga nokusasaza, singasathethi ke ngale nkampani incinci ebizwa ngokuba yiYouTube, elawula ixesha leTV elichithiweyo.
Ucinga ngokuya kwiimuvi. Cinga ngeshishini lemuvi. Ukubakho kwehle ngeepesenti ezingama-27 ukusuka kumanqanaba angaphambi kobhubhane, kwaye kukwi-ofisi yebhokisi. Amaxabiso amatikiti anyuke ngaphezu kwepesenti ezingama-25. Ngokoqobo, iimpundu ezihlalweni zingaphantsi ngeepesenti ezingama-50 kuneminyaka emithandathu eyadlulayo. Iyamangalisa loo nto. Cinga ngokuba lingakanani eli shishini liphantsi koxinzelelo ngoku.
Ngoko kutheni uyithenga? Lo ngumbuzo wam ongundoqo. Kukho imbali yayo, eyokuba ukuthenga iWarner kuya kukubulala, kwaye kungcono ube nethisisi elungileyo malunga nokuba kutheni kungenjalo. Kodwa ngokwembali, ingcamango yomntu wonke kukuba siza kuthatha izinto zeWarner kwaye size nolwabiwo olutsha, kwaye ii-asethi zikaWarner ziya kwenza ukusasazwa kwethu kube namandla. Yayiyithisisi ye-AOL leyo.
Ngokuqinisekileyo.
Yayiyithisisi ye-AT&T. Ezantsi emgceni, oko kwakunjalo, kwinqanaba elithile, ithisisi yokuFumana, ukuba siza kwakha iqonga elitsha lokusasaza kwaye ukuhanjiswa okuxhaswe yi-asethi kaWarner kuya kuphumelela. Loo nto ayisebenzi. Loo nto isenokuba iseyithisisi kaEllison. Ayicacanga. Ndifuna ukuza kuloo nto. Ke kukho imbali apho ukuba ezi mpahla azilunganga ngokwaneleyo ukoyisa imingeni yokuhambisa. Kwaye ke kukho into othetha ngayo, kunye ne-AI ekhoneni. Kutheni ukuthatha le gembula?
I-Netflix iqalise ukusasazwa ngo-2007. Ndiqinisekile ukuba ukhumbula iintsuku zokuqala ze-Netflix ukusasaza. Andikwazi nokukuxelela ukuba bangaphi abantu abaza kuthi bathi, "INetflix kufuneka ithenge istudiyo. Akukho ndlela banokuyenza ngayo le nto. Kuyaphambana oku. Ukuba bafuna ukuba yinyani kweli shishini, kufuneka baye kuthenga [istudiyo]." Kwaye ndikhumbula nakwiAmazon. Kwaye jonga, bayithenga i-MGM, ukuba ibe nobulungisa.
Kodwa bekukho lo mbono uhleli ixesha elide wokuba akukho ndlela yokuba unokwakha istudiyo esomeleleyo wedwa. Kwaye Netflix uyenzile. Baye babonisa ukuba ukuhlawulela ngaphezulu kwetalente, begqithisa ngokwenene ukhuphiswano. Khumbula, bayayikhupha ngokudumileyo i-HBO yeNdlu yeeKhadi. Kwaye okuseleyo yimbali malunga nokuyakha.
Akukho mathandabuzo engqondweni yam ukuba uDavid Ellison waphuma e-Skydance wathenga iParamount. Olo luhlobo lwendima yakhe emhlabeni. Yayinestudiyo esikhulu saseHollywood kwaye inenkonzo yokusasaza. Ngokuqinisekileyo kwakukho isakhono sokwakha nje. Akuzange kufuneke bathenge esinye isitudiyo kunye neqela lonke lezinye ii-asethi zeTV ezingaphezulu kwe-100 yeebhiliyoni zeedola. Ndicinga ukuba ezingqondweni zabo, ukuyakha kwakuza kuthatha ixesha. Ukuphindaphinda loo modeli yeNetflix yokunyusa itekhnoloji, ukunyusa umxholo, ukunyusa amaxabiso, ukuba nemali ethe kratya ekubhaliseni ukutyala imali kumxholo othe kratya, loo flywheel yonke eyenza iNetflix ibe yinkampani enkulu ekhoyo namhlanje.
Intsapho yakwaEllison yayingafuni ukuba nomonde. Abazange bafune ukulinda kwaye bayakhe ngokucothayo; babefuna ukuyenza ngokukhawuleza. Kwaye eyona ndlela ikhawulezayo yokuyenza yayikukusebenzisa ithamsanqa losapho lwabo ukuba baphume baye kuthenga iWarner Bros. Bakholelwa ukuba oku kukukhawulezisa isicwangciso sabo xa kuthelekiswa nokuphuma kunye nokuyakha isitena ngesitena. Kwaye siza kubona ukuba oko kugqiba ukuba yimpumelelo.
Jonga, kukho i-IP emangalisayo ehleli ngaphakathi kweWarner Bros. Ngoku, icala le-flip kukuba, uhlawule kakhulu ngayo. Ubuye wasebenzisa amandla ukuya kuthi ga kwizihlandlo ezisixhenxe. Amatyala aphindwe kasixhenxe kwi-EBITDA yokunyusa; Lininzi letyala ekufuneka ulisebenzile kule minyaka mihlanu izayo. Kwaye, unomabonwakude omninzi, kwaye njengoko besithetha ngaphambili kwipodcast, akukho mntu ubukele umgca weTV. Kwaye ke uchithe imali eninzi ukuze ufumane izinto eziphantsi komhlaba.
AndingoDavid Ellison. Ngendingayenzanga le ntengiselwano; Ngendityale ndakha. Babengafuni. Abazange bavumelane nombono wethu, kwaye baphuma benza le ntengiselwano. Baphela behlawula imali eninzi kakhulu kunokuba bebelindele ukuyihlawula. Ngokwenene ndandicinga ukuba iza kuhambaphezulu, kodwa i-Netflix ngokucacileyo ikhutshwe ngebheyile, kwaye bayifumene nge-31 yeedola isabelo, esiseluhlobo lwexabiso eliphambeneyo. Kodwa uyazi ntoni? Bakholelwa ukuba banokwenza izibalo zisebenze koku, kwaye jonga, ixesha liya kuxela.
Makhe sithethe ngezibalo okwesibini, kwaye ke ndifuna ukubuyela kwisicwangciso sayo. Ayisiyiyo yonke imali ka-Ellison, akunjalo? Kukho inani elithile lokuthengisa eliqhubekayo.
Banokuthengisa yonke into. Inokuba yimali ye-zero ka-Ellison, kwaye inokudityaniswa yonke. Ngoku, asinalwazi. Sicinga ukuba imali yoMbindi Mpuma isezakuba yinxalenye yale nto ngendlela enkulu. Baye bathetha ngeemali ezahlukeneyo zobutyebi obuzimeleyo ezibandakanyekayo. Nokuba oko kuyenzeka na okanye akunjalo, okanye bayayithengisa kubatyali-mali base-US… kwakhona, ndicinga ukuba umceli mngeni wokudibanisa oku ngoku kukurhweba ngesitokhwe.
Ndiyazi ukuba oku kuza kuphuma kwiintsuku ezimbalwa emva kokuba sirekhode, kodwa kakhulu ngaphantsi kwe-16 lexabiso le-$ 16 apho i-Ellisons okanye abatyali-mali babo abadibeneyo batyala imali, ngokucacileyo kurhweba ngesaphulelo esivakalayo kuloo nto. Kwaye ke abantu abaninzi banokungena kwiimarike zikawonke-wonke kwaye bakhe isikhundla ngexabiso eliphantsi kakhulu kunalapho le ntengiselwano isenzeka khona. Ndicinga ukuba luhlobo lomceli mngeni kwicala lokudibanisa, kodwa siza kubona. Ngokwenene ndinomdla wokubona ukuba isiseko somtyali-mali sibonakala njani.
Inxalenye ephambili yepuzzle, ubuncinci kwisivumelwano sika-Ellison njengoko isiya isiba nkulu kwaye sinengeniso, yayisisiqinisekiso esivela kuLarry Ellison.
Isizathu kuphela sokuba le ntengiselwano iye kwiParamount kukuba uLarry wenyuka waza wathetha izinto ezimbini. Enye, mna ngokobuqu ndikwi hook yayo yonke iequity yale ntengiselwano. Kwaye ke zimbini, ukuba nangasiphi na isizathu umxhasi uphezulu kakhulu kwaye iibhanki ezibophelela etyaleni azifuni kulixhasa ngetyala, ndiya kubeka imali eyongezelelekileyo ekulungiseni lo mba ngokwam. Ke uLarry, ngokufanelekileyo, wenze olutshintsho lwentengiselwano ukusuka kwiNetflix ukuya kwiParamount.
Kulungile, nanku umbuzo wam ngaloo nto. Le yibhrashi yokuqala e-AI endicinga ukuba iza kuvela izihlandlo ezininzi kule ncoko. Ukuba unguLarry Ellison, ubutyebi bakho yi-Oracle, kwaye i-Oracle ibe yinkampani engathandekiyo kodwa enengeniso ixesha elide. Kwaye ngequbuliso iyathandeka kwakhona kuba uqhuba iqela lamaziko edatha kwaye-
Mhlawumbi i-sexy encinci kuneenyanga ezintandathu ezidlulileyo, kodwa qhubeka.
Ngokuqinisekileyo. Kodwa banemivuzo nje kule veki. Bahambe kakuhle. Ndicinga ukuba abantu abaninzi babecinga ukuba intlekele iyeza, kwaye balufezile uqikelelo.
Ngokuqinisekileyo.
Ke u-Oracle uqhuba kakuhle. Uphinda-phindo lwe-AI luyinyani kwi-Oracle kumgca wexesha elithile. Kutheni emhlabeni ungarhweba ngokuphinda-phinda kwe-AI yesitokhwe sakho se-Oracle, elilifa lakho kunye nobutyebi bakho, ukuze ufumane imidiya eninzi neli tyala lingako? Kuba ngaloo nto, ngaphandle kokuba uyamthanda nje unyana wakho kakhulu, andinakucinga ngesinye isizathu sokwenza olo rhwebo.
Jonga, ndicinga ukuba kuxhomekeke kwindlela i-AI eza kuguqula ngayo la mashishini. Andicingi ukuba i-AI iza kuthetha into eninzi kwishishini likamabonwakude, ngoko ke masiyiyeke ecaleni. Kodwa kukho umbuzo omkhulu ovulekileyo. Ngaba i-AI yenza i-studio ye-IP, umxholo? Ngaba iyenza ixabiseke ngakumbi?
Into ehlekisayo kukuba, ndiyayithanda iLotus emhlophe. Ndicinga ukuba lo mboniso yingcinga yoqobo, kwaye iimbali zamabali ziyaphambana kakhulu. Kunzima ukucinga ukuba i-AI iza naloo ndawo yaseWalton Goggins kwindawo yokutyela. Andiqondi ukuba i-AI iya kuza nombono wangaphambili onjalo. Ngaba iyakwazi ukuphindaphinda izinto ezibonayo? Ngokuqinisekile. Umbuzo uba: ngaba i-AI iya kukhokelela ekudalweni komxholo omkhulu iyodwa? Ngaba kufuneka uphume uye kuthenga le nto ininzi ngendlela ye-asethi yestudiyo? Ngaba iyenza imveliso yesitudiyo ingabizi kakhulu? Ukuba umboniso bhanyabhanya omkhulu uxabisa isibini sezigidi zeerandi, ungathabatha ama-30, ama-40, ama-50, ama-60 epesenti yeendleko kwimveliso? Kuba uninzi lwayo lunokuzuzwa nge-AI.
Ndicinga ukuba asikazazi ezo mpendulo okwangoku. Yintoni endikhathazayo, ndiya kukuxelela, kukuba ndiyakholelwa ukuba kwihlabathi lomxholo owenziwe ngabasebenzisi, sichitha ixesha elininzi sicinga ngeYouTube. Umxholo weYouTube uza kubangcono kakhulu nge-AI. Akukho mathandabuzo ngako. Wonke umntu okwiplanethi enguMhlaba uza kukwazi ukwenza umxholo ongcono kakhulu kunanamhlanje. Dlala malunga nayo nayiphi na imodeli namhlanje. Ufumana inkangeleko kwangoko, kwaye ngokuqinisekileyo, yimizuzwana embalwa yevidiyo, kodwa kwiminyaka emithathu, wonke umntuuya kukwazi ukwenza into enentsingiselo ngokwenene.
Kwenza ntoni loo nto? Yintoni loo mandla okhuphiswano? Itshintsha njani loo nto? Ngaba siya kuba nomntu ohleli kwigumbi labo elingaphantsi onokwenza imovie ngokoqobo ngaphandle kweendleko zokusebenzisa istudiyo semuvi? Ezo zizinto ekunzima ukuziqonda, kodwa azibonakali zingekho ngqiqweni njengoko ucinga ngesantya sotshintsho. Ke umbuzo wokwenyani kum uqinisekile, i-AI inokwenza yonke into ehleli ngaphakathi kweParamount kunye neWarner Bros idityaniswe ngexabiso eliphantsi ukuyila. Banokwenza okuninzi nge-AI, kodwa i-flip side yale nto kukuba akukho mntu uthetha malunga nendlela umhlaba okhuphisanayo oya kutshintsha ngayo kwiminyaka emithathu ukuya kwemine ezayo.
Ngaba zonke ezi nkampani, anditsho nje ukuba yiParamount, kodwa ngaba ziphantsi kwesoyikiso solwandle lomxholo ongenakuwuqonda? Sicinga ukuba kukho umxholo omninzi kwiYouTube, kodwa ukuba loo mxholo uphindwe kaninzi kumgangatho kwaye kukho nangakumbi owenziwe ngenxa yokuba kulula kakhulu kwaye ngokukhawuleza, oko kwenza ntoni kwixabiso lalo naluphi na umxholo okhoyo? Lelona xhala lokwenyani, eyona nto indigcinayo ebusuku.
Konke kulungile. Ndiza kukubuza umbuzo kwakhona, kuba ndicinga ukuba uwuphakamisile lo mbuzo. Ukuba unguLarry Ellison kwaye useshishini leziseko ezingundoqo ze-AI, kwaye oko kubutyebi bakho kunye nelifa lakho e-Oracle, kutheni ungathengisa isabelo esinye se-Oracle stock for Warner Bros. Discovery, enokuthi ifile ngenxa ye-AI?
Ukufa lilizwi elinamandla. Andikuthandi ukusebenzisa ndifile ngokwembono yayo nayiphi na kwezi nkampani. Mhlawumbi kuya kubakho iinkampani ezincinci. Ngokuqinisekileyo, kukho ukhuphiswano olungakumbi, oluya kukhomba kuloo nto. Ndicinga ukuba impendulo, ngokunyaniseka, kukuba sibone uluhlu - kwaye asinalo ixesha elaneleyo kule podcast - yabantu abafuna ukuba kwishishini leendaba, abafuna ukuba kwishishini lokuzonwabisa, kwaye bafuna ukuba kwishishini lezemidlalo.
Ngaba ungumnikazi wamaqela ezemidlalo kuba ingamashishini amangalisayo, okanye ngaba ngawamaqela ezemidlalo kuba eyi-asethi yembasa? Ngaphandle kwamathandabuzo, kukho umba we-asethi yendebe kule nto. Kwaye kwakhona, andazi, andinakungqina kuwe ukuba le yingcinga kaLarry Ellison, kodwa ndicinga ukuba kukho uhlobo lokubheja kuDavid. Uneminyaka engama-43 ubudala, kwaye kukho ukubheja ukuba umntu unokwenza iHollywood ngokuhlukileyo.
Ixesha liya kuxela ukuba oku kuphumelele okanye akunjalo, kodwa kukho inkolelo yokuba ngokusebenzisa itekhnoloji, banokufezekisa into engenziwanga mntu wumbi. Kwaye lo ngumbono ondlongondlongo kakhulu, kodwa kulapho bahleli khona. Bacinga ukuba itekhnoloji yabo iya kuba ngcono kuneNetflix, ngcono kuneYouTube. Balahla iLifu likaGoogle, balahla i-AWS. Bahambisa yonke into kwi-Oracle Cloud. Ke mhlawumbi leyo ikwayinxalenye yempendulo apha. Ngaba kukho into yoqeqesho kunye nohlobo lokuxhasa into enokwenziwa ngu-Oracle ngokuba nawo wonke lo mxholo kunye nolwazi lomsebenzisi?
Ndingathi kukho ithisisi yobulumko eqhelekileyo, akunjalo? Ukuba yonke le teknoloji iya kusetyenziswa kunye ngendlela mhlawumbi iHollywood yayingenangqondo ngokwaneleyo ukwenza, okanye ihlakaniphile ngokwaneleyo yokutyala imali, kwaye yiyo loo nto iNetflix ihlambulule iwotshi yabo, yiyo loo nto iYouTube iqala ukubadla bephila. Kwaye ndiyazi ukuba uye wayenza loo ngongoma amaxesha amaninzi.
Ngokuqinisekileyo.
Ndithethile nabantu abakhe iistreamer, ndiyazi ukuba nawe unayo, kwaye bafana, "Le ngxaki isonjululwe ngakumbi kunokuba ucinga. Akusekho kuphuma kubuchwephesha obuphambili bokusasaza ividiyo. Kusenokubakho ngaphezulu kokuphuma kwezindululo, kodwa kufuneka bonke abantu bavule i-app kwaye bathathe iingcebiso kwaye bachithe ixesha elingakumbi kwi-app ukuze loo nto ivuleke ngakumbi usetyenziso. Andizange ndiyive loo nto kuyo nayiphi na i-Ellison pitches ejikeleze iWarner.
Okokuqala, ndinqwenela ukuba ndiyibhotilele le uyithethayo, kuba yeyona nto ibalulekileyo ekufuneka wonke umntu kweli shishini ayiqonde. Konke oku malunga nexesha elichithwe, akunjalo? Imisebenzi yokusetyenziswa kwemihla ngemihla. Uvula i-Instagram yonke imihla. Uvula iTikTok amaxesha amaninzi yonke imihla. Isizathu sokuba iNetflix kunye neYouTube ziphumelele njengoko zinjalo kukuba xa ubuya emsebenzini, awuzukufumana mboniso okhoyo.Uyayivula kuba uyazi ukuba uya konwatyiswa.
Uvula iParamount Plus kuba kukho isiqendu seYellowstone ofuna ukusibukela, okanye uvule i-HBO Max kuba isiqendu esitsha sePitt sibethe phezolo ngentsimbi yethoba, kwaye ufuna ukubukela eso siqendu esitsha. Kwaye emva koko uyicime kude kube yiveki ezayo xa isiqendu esilandelayo siphuma. Ayizondawo osuka uye kuzo nje uyonwatyiswa.
Umbuzo ngulo, kwaye nantsi impumelelo yeebhiliyoni zeedola okanye ukusilela kolu shishino, nokuba uphosa umxholo omninzi, itekhnoloji engcono kakhulu, kunye netoni yokuthengisa, siyintoni na isicwangciso eParamount, akunjalo? Isicwangciso kukwenza zonke ezo zinto zintathu kule minyaka mibini izayo njengoko zidibanisa iParamount kunye neWarner Bros. Nangona wenza oko, ngaba unako ukuhambisa ngokunentsingiselo inaliti ekubandakanyekeni kwansuku zonke?
Kuba i-intanethi ngokwembali iphumelele-ithatha kakhulu. Khetha udidi lwakho, ulazi ngcono kunam. Umbuzo ngowokuba, xa unyanisekile, nokuba uyazenza zonke ezo zinto, ngaba ihlabathi sele libakhethile abaphumeleleyo? NjengoDisney wazama, akunjalo? Disney ngokwenene waya kule. Bawunyusile umxholo ukuya kwinqanaba elimangalisayo. Kwakukho uthotho olutsha kwiDisney + rhoqo kwiiveki ezimbalwa. Kwakukho umxholo omninzi, kwaye ayizange ishukumise inaliti ngokwaneleyo.
Kwaye ke umbuzo ngulo, ngaba iParamount ingayenza le nto iDisney ibingenako? Ngaba ngokwenene banokungena kwisicelo sokusetyenziswa kwansuku zonke? Ndiyathetha, iVidiyo eyiNkulumbuso, nangayo yonke imidlalo abayichithe kuyo, ayiphumelelanga loo nto. Ndiza kunyaniseka kuwe, Nilay, andiqinisekanga ukuba inokwenzeka, kuba abantu bakhethe amaqonga abo. Ukuziphatha kwabo kukuba bavula iNetflix okanye bavula iYouTube. Ngaba ungabafumana ukuba bavule iParamount yonke imihla? Ngaba ungayenza loo nto? Andaz.
Uzikhankanye izigaba ezithathu, akunjalo? Baza kutyalomali kwimveliso. Mhlawumbi baya kuba nomxholo ongaphezulu kuba imveliso iya kubiza ngaphantsi ngenxa ye-AI. Emva koko kukho iteknoloji, othetha ngayo. Baza kutyala imali eninzi kwitekhnoloji. Kwaye ke uthethe malunga nokuthengisa. Ndifuna ukuza kwintengiso kuba isiqwenga sokuthengisa sibonakala sibaluleke kakhulu kum.
Ewe.
Isiqwenga setekhnoloji, le yindalo yam yonke. Ndijonge kuDavid Ellison ethetha ngokufuduka yonke into kwiqonga elinye kwaye emva koko ndakha kwelo qonga. Kwaye ndiyacinga, ke, uWarner wazibopha ngamaqhina ezama ukwenza oku, kwaye akazange aphumelele nto. Ngaba uyivile impikiswano efanelekileyo yokuba kutheni uza kwenza ezi ndleko ngokukhawuleza, ngaphandle kokuba wonke umxholo uya kuba kwi-app enye?
Jonga, ukuba ujonga iDisney + njengendawo yokuqala, bazise uAdam Smith, ovela kuGoogle. UAdam yiCTO kunye neCPO, igosa eliyintloko lemveliso. IDisney + entsha ibonakala ingcono kakhulu. Kukho ngokwenene i-algorithm yokucebisa ngoku. Ngokwenene inomxholo ohamba phambili. Yenzelwe wena. Kuseziintsuku zokuqala, kodwa ndicinga ukuba iyanceda ngokuzibandakanya.
Kwakhona, andicingi ukuba kunceda ngokwaneleyo, kuba ndicinga ukuba bafuna umxholo omninzi. I-Tech in kwaye ngokwayo ayiyompendulo. Udinga umxholo ukuze ube nayo. Kodwa ndicinga ukuba ukuba unamathemba okuqhuba unxibelelwano, udinga iqonga elikhulu. Kwaye zombini iiplatifti zeParamount kunye neWarner Bros azilungile. Abakhuphisani apho iNetflix yayineminyaka emithathu okanye emine eyadlulayo.
Imfihlo encinci emdaka ekungekho mntu uthetha ngayo kukuba ukuba ujonga iqonga leNetflix ngoku, linamandla ngokupheleleyo. Akukho qonga limiselweyo. Itshintsha ngokupheleleyo ngokusekelwe kwixesha lemihla kunye nendlela oyisebenzisa ngayo. Liqonga elisoloko liguquguquka. Zonke ezi nkampani, kubandakanya iParamount, zizama ukwakha ukuba yayinjani iNetflix kwiminyaka emithathu okanye emine okanye emihlanu eyadlulayo. Ewe.
Ndiyathetha, vula nayiphi na kwezi apps. Abanakukwazi nokwenza ividiyo yokudlala yobugcisa. Iphelelwe lixesha malunga nokuba yintoni iteknoloji yezi nkampani. Kwaye ke ndicinga ukuba ukuqondwa kwiParamount kukuba kufuneka sidibanise yonke le nto kuqala.
Kwaye kwakhona, ndicinga ukuba enye yezona zinto zinkulu ezixelayo kuyo yonke le ntengiselwano kukuba, ingaba ilifu le-Oracle liyakwazi ukuyiphatha le nto? Kuba andikholelwa, kwaye undijonge ukuba andilunganga na kule nto, kodwa andikholelwa ukuba kukho nabani na kwindawo yemidiya yokusasaza osebenzisa i-Oracle Cloud. I-TikTok iyakwenza, kodwa yividiyo emfutshane ethe nkqo. Umsingaezemidlalo, ukusasaza iminyhadala, iindaba, kunye neTV ephilayo-akukho mntu usebenzisa ilifu lika-Oracle. Le iya kuba yinkampani yokuqala eyake yasebenzisa ilifu le-Oracle ngale njongo. Kwaye bayenza ngeli hlotyeni kwiParamount, kwaye ke, ngokucacileyo, ndiza kuthatha ihlobo elizayo kuWarner Bros. Bathi kuya kuba ngama-50 ekhulwini ngokukhawuleza kwisiqingatha seendleko kune-Google kunye nefu ye-Amazon.
Onke amehlo azakuba kuOracle. Ndiyathetha, ndiqinisekile ukuba unokuba neendwendwe, ngaba u-Oracle angayenza nyani le nto? Iya kuba ngumbuzo omkhulu kwaye ibe yinto entle ukubukela.
Ewe. Kwaye kwakhona, ndicinga ukuba amava esiwabonayo njengoko i-Oracle izama ukuba ngumdlali omkhulu we-hyperscaler kwi-AI kwaye njengoko i-Oracle izama ukuqhuba iqonga leTikTok, uyayibona imithungo. Kuyabonakala nje ukuba iphi imithungo. Uchazile iNetflix ingaphambili. Uyilo lwe-Oracle ludala kunolwakhiwo lomntu wonke ngeendlela ezithile. Ndinomdla kakhulu. Ndicinga ukuba le yimibuzo emikhulu, nayo.
Baqinisekile ukuba i-Oracle ingayenza. Mhlawumbi oku kukwathetha nokuba kutheni le ntengiselwano isenzeka, akunjalo? Njengokuthi, "Hee, ukuba i-Oracle ingayenza le nto kwaye bangqine ukuba banako ukuyifeza le nto, nokuba kukho iintlungu ezikhulayo, ngaba bangaqala ukutsala abanye abadlali kwiqonga labo?" Andazi, kodwa ndicinga ukuba ngumbuzo ovulekileyo lowo.
Kunene. Kodwa abanye abadlali ababini kwisikali abanokuthi bashukumise inaliti ye-Oracle ngentsingiselo yiNetflix, ebotshelelwe ngokunzulu nge-AWS, kwaye andicingi ukuba baya kuze bayishiye i-AWS, kunye neYouTube, leyo, ngenxa yezizathu ezicacileyo, ayizukuphuma kuGoogle. Unokuqokelela yonke i-streamer encinci emhlabeni, kwaye umsebenzi wakho we-AI usaya kuba yinxalenye enkulu yenzuzo yakho apho.
Ke kwakhona, iingxoxo ezilapha ku-Oracle zonke zibonakala ngathi, "Ewe, uDavid ngunyana kaLarry," kwaye mhlawumbi kulungile. Njengoko uthe, mhlawumbi yi-asethi yembasa. Kodwa xa uthetha malunga nemveliso yomxholo inyuka ngokusebenza okuphezulu ngenxa ye-AI, yingxoxo esebenzayo, akunjalo? Sikwixabiso eliphantsi.
Xa uthetha ngetekhnoloji, iseyimpikiswano esebenzayo. Kwaye ke ufike kwintengiso. Kwaye ukuthengisa kuvakalelwa nje njengeendleko ezicocekileyo, kuba ukugqobhoza kwihlabathi apho kukho ukuhanjiswa okunyukayo komxholo kwaye uthi, "Bukela lo mboniso, hayi lowo," ngokuthengisa kuphela kubonakala kungenakwenzeka.
Andiqinisekanga ukuba uyenza njani. Kwaye isixa onokuthi usichithe ukwenza abantu bavule le app entsha kwaye bachithe ixesha elininzi apho ukubukela i-IP entsha, umba omtsha, kunye ne-IP esele ikhona, ibonakala iphezulu kakhulu kangangokuba kuya kufuneka kunciphise nakuphi na ukuphumelela okufumanayo kwimveliso yomxholo kunye netekhnoloji. Andikwazi ukwenza ukuba imathematika isebenze.
I-Warner Brothers kunye neParamount eneneni abalunge kakhulu ekuthengiseni inkonzo yabo ngokwabo. Bobabini baxhomekeke kwenye inkampani ukwenza uninzi lomsebenzi wabo wemilenze. Bobabini baxhomekeke kakhulu kwiitshaneli zeAmazon. Okubaluleke ngakumbi kuneWarner's. Kodwa inxalenye enkulu yeziseko zabo zababhalisi zihlala kumajelo eAmazon.
Khumbula, xa ukumajelo eAmazon, iAmazon iphethe intengiso. Awusebenzisi i-app yakho. Ndiyathetha, ungangena kwi-app yakho, kodwa uninzi lwabantu lusebenzisa i-Amazon Prime Video app kwaye babukele i-HBO yabo. Babukele i-Pitt kwi-Prime Channels, okanye babukele i-1883 kwii-Prime Channels. Abazange basebenzise i-app yabo. Ndicinga ukuba omnye wemiba emikhulu, emikhulu engafumani ngqalelo yaneleyo kwizangqa zetekhnoloji kunye nesangqa semithombo yeendaba ngoku kukuba uDavid Ellison kunye neqela baya kuphuma kwezi venkile zejelo, nokuba sisitishi seAmazon okanye ivenkile yesitishi sikaRoku. Nditsho noGoogle unazo iYouTube Primetime Channels.
Ezi venkile zetshaneli beziwusombulula lo mba usandula ukuwuphakamisa. Kunzima ngokwenene ukufumana ababhalisile. Ibiza kakhulu kwaye inzima. Kwaye bathembele kwezi venkile zejelo, kwaye iAmazon yakha ishishini elomeleleyo. Ndibanika ikhredithi eninzi. Ndiyathetha, inyani yokuba iApple TV Plus lijelo eliphambili libonisa ukuba lungakanani utshintsho olutshintshileyo kule minyaka mihlanu okanye mithandathu idlulileyo, kwaye kunzima kangakanani ukukhulisa ishishini levidiyo yokusasaza. Kodwa ukuba unguEllison, ngubani ongasebenzisi iivenkile zeetshaneli?
Kukho iinkampani ezimbini ezingasebenzisi iivenkile zetshaneli: iNetflix kunye neDisney. Ukuba u-Ellison kwaye ufuna ukuqwalaselwa kweso sihlandlo siphezulu, okokwinqanaba eliphezulu, ngaba unaso isibindi sokuhamba wedwa? Ndicinga ukuba iya kuba ngumqondiso omkhulu wokuba makhulu kangakanani amabhongo akhe. Ngaba ngokwenene ukulungele ukuphuma? Njengoko ubutshilo, kubiza kakhulu ukuphuma kwaye uthengise kwaye ugcine. Kwaye kwakhona, ayikokufumana nje ababhalisile. Kuya kufuneka ube nomxholo owaneleyo kunye netekhnoloji eyaneleyo eyaneleyo yokugcina abantu bebuya yonke imihla. Kungenjalo, ziyavuthuluka.
Utshaba lweli shishini luyagquma. Yayihlekisa, ndicinga ukuba enye yezona zinto zazichulumancile kakhulu yiNetflix xa babejonge ukufunyanwa kweWarner Brothers yayikukuba bothuswe yindlela ephakame ngayo i-churn kuyo yonke imarike yehlabathi ye-HBO. Ke, lo ngumcimbi omkhulu.
Kunene. Ngenxa yokuba abantu babhalisela umboniso omnye, baze bahambe. Umdlalo weTrone uphelile, ndimkile.
Kulungile. Nantso ke ingxaki. Oku kuhlala kubuyela kwingxaki enye engundoqo. Ngokuqinisekileyo, i-algorithm. Ngokuqinisekileyo, iteknoloji. Kodwa akukho mxholo owaneleyo. Akukho mxholo owaneleyo wokukugcina ulapho. Awuzi kuntywiliselwa kwihlabathi le-HBO Max. Awuzi kuntywiliselwa kwihlabathi leParamount Plus. Ezi zixhobo ezisetyenziswa kancinci. Kwaye jonga, ixesha labo elichithwe amanani abonisa oko.
Ukhankanye konke oku kumxholo wentambo, iindaba, kunye nezemidlalo. Iindaba nezemidlalo nazo zincangathi ngendlela emangalisayo. Abantu bahlala bejikeleza ngenxa yezo zinto. Baza kujongana ngokoqobo ngexesha lezo zinto. Oko kunokuba kuncipha kwiTV ehambelanayo, kodwa unokubona iNetflix ityala imali kwividiyo ephilayo, kwaye kunjalo neYouTube. Kuvakala ngathi ngalo lonke ixesha sithetha nabani na kuYouTube, ngathi, "Kufuneka uhambe ngakumbi."
Ngexesha umamele le podcast, iiOscars ziyakube zenzekile.
Ewe. Kwaye iYouTube ityale imali kuloo nto.
Kwiminyaka emithathu, iiOscars ziza kuba kuYouTube. Ke ewe, thetha ngeziganeko ezibukhoma.
Inxalenye enkulu yeParamount deal eyayingafunwa yiNetflix yiCNN, kwaye iCNN isancangathi. Kukho imfazwe eIran. Oku kuxa i-CNN ibonisa ixabiso layo kumntu wonke. Ukuba baya ku-
Andivumi, Nilay. Ndiyathetha, ubulumko bokubukela, hayi.
Kulungile, oku kuxa uyifuna, akunjalo? Imfazwe Yehlabathi.
Imfazwe okanye akukho mfazwe, akukho mntu ubukele i-CNN. Amanani asisiporho sabo bangaphambili. Ishishini le-CNN liyaguquka ngokoqobo phambi kwamehlo akho.
Ngokuqinisekileyo. Makhe ndenze ingxabano malunga nexabiso le-CNN.
Kulungile.
Kwaye jonga, ndiqhuba igumbi leendaba. Ndineemvakalelo ezininzi malunga neshishini lokwenza iindaba. Ukuba ufuna ukusasaza umxholo kwelona nani likhulu labantu, ungaya nje kuYouTube. Ubeka nje izinto kwiYouTube. Sibeka izinto zethu kuYouTube. UYouTube akakubhatali nto. Ngokufanelekileyo, awukwazi ukuqhuba ishishini ngeedola zentsebenziswano zikaYouTube.
Bakuhlawula iishekele ezimbalwa. Ufumana iipeni ezimbalwa kuyo.
Kancinci. Kodwa andazi namnye umdali weYouTube ofana nalo, "Ndingaphila kwaye ndife kuYouTube kuphela."
Mhlawumbi uMnu Beast.
Hayi, uMnu Beast ulahlekelwa yimali kwi-YouTube kuphela. Yonke imali yakhe iyathengisa—
Iibha zetshokholethi?
Ewe. Uye wayiqonda. Kwaye iireyithi zakhe ziphezulu kangangokuba akukho mntu unokukwazi ukuhlawula izivumelwano zohlobo lwakhe. Ngoko ke kwafuneka afudukele kwiimveliso eziphathekayo ukuze akwazi ukuthengisa iimveliso zakhe kumda ophakamileyo ngokwaneleyo kuba akukho mntu unokufikelela kumaxabiso entengiso awayefuna ukuwabiza. Le yinto engakholelekiyo, yonke enye ithisisi yePhD yesiqendu seDekhowuda.
[Ehleka] Qhubeka.
Kodwa akukho mntu unokwenza imali kwiYouTube yedwa. Ukuba ufuna ukuqhuba igumbi leendaba kwisikali se-CNN, apho bambalwa kakhulu emhlabeni ngoku, kwaye baya bebancinci, udinga enye imali ukuyenza. Awukwazi ukusasaza yonke into kuYouTube.
Mhlawumbi ukuba i-CNN isasaze yonke into kwiYouTube, iya kuba nabaphulaphuli abaninzi. Ke, babambekile kwiphazili yosasazo mhlawumbi akukho mntu uya kuze ayisombulule. Ngaphandle kokuba ungumnikazi wosasazo olwaneleyo, awunakukwazi ukuqhuba into elingana ne-CNN. Kungenxa yoko le nto ishishini labo lincipha, kuba ukuze uye kufumana i-CNN, kufuneka ubukele intambo yomgca, kwaye akukho mntu uza kuphinda enze loo nto. Kwaye loo nto iphantsi koxinzelelo olukhulu.
UEllison wayefuna eli shishini. Wayefana, "Ndiza kuthenga yonke into. Ndiza kuthenga ishishini elihambelanayo." I-asethi yomgca ekuphela kwayo yalo naliphi na ixabiso yi-CNN. Wenza izithembiso ezithile ukuba utshintsho olukhulu luya kuza kwi-CNN, kwi-White House, kodwa kukho imfazwe e-Iran.Abatyali-zimali bakhe baya kuba kuMbindi Mpuma, kubonakala ngathi. Yonke loo nto ibonakala ngathi yiphazili esisiphazamiso esikhulu kwiingxaki osele uzibekile kwishishini eliphambili lokusasaza. Kutheni ukhetha loo nto, nayo?
Ndicinga ukuba uyasiphosa esona sizathu siphambili sokuba bathenge izinto ze-TV. Kukho izizathu ezibini. Enye, bakholelwa ngokwenene, kwaye ndicinga ukuba ekugqibeleni yangqineka ichanile. Yayingabo kuphela ababekulungele ukuthenga ezi mpahla zoyikekayo. Ezi asethi ezimdaka. Ndicinga ukuba ndingatsho, akunjalo?
Ezi asethi ezimdaka. Akakho omnye umntu kwisijikelezi-langa esinguMhlaba ofuna ukuthenga ezi asethi. Ke xa uComcast kunye neNetflix babejonge oku, kuba uyakhumbula ukuba wawunabathengi abathathu ngokufanelekileyo, babefuna ukuthenga isitudiyo kunye neshishini lokusasaza. Babengenamdla kwishishini lothungelwano lwelizwe jikelele. Ke, uEllison wacinga ukuba uzinika inzuzo ngokuthenga izinto ekungekho mntu uzifunayo. Kodwa kukho enye inxalenye yale nto. Buyela apho besiqale khona kakhulu kule podcast, besithetha ngokunyuka kolu shishino. Ukuba oku ngokufanelekileyo kukuthengwa okuxhaswe kakhulu. Ubhadula amatyeli asixhenxe. Kukho itoni yetyala kule ntengiselwano.
Ezi ntambo zentambo zothungelwano, ngelixa ingengawo amashishini alungileyo, ziphosa imali eninzi. Ngoko ke, bakwimeko yokuwohloka kwehlabathi. U-Ellison kunye neqela abayikhanyeli loo nto. Ezi zii-asethi ezihlayo. Bayayidinga loo mali ingenayo. Izibalo kule ntengiselwano ngenene azinakusebenza ngaphandle kwezo asethi. Awungekhe uye kolu ncedo ngaphandle kokuthenga ezo asethi.
Ke, ndicinga ukuba kufana kakhulu nokusombulula i-equation yezibalo kunye nokwazi ukuba kufuneka ube nazo ezo asethi, kunye nombono wokuba, "Heyi, unokuba kwindawo engcono yokuthenga le nkampani kuba iNetflix ibingazifuni." Kwaye ke, eneneni, ndicinga ukuba ukuvuma kwabo ukuyithenga yonke kubancedile ngokunxulumene nebhidi yeNetflix.
Ndiyathetha, kubonakala ngathi akubancedi kuba iNetflix iphumelele, de kwabandakanyeka ulawulo lukaTrump.
Jonga, le yingxelo endiyibonileyo abantu bethetha ngayo. Andiqondi ukuba eso yayisisizathu sokuba le ndibano yahlukane. Ulawulo lukaTrump lwalunokubamangalela. Khumbula, buyela emva kancinci ngexesha. Ulawulo lukaTrump luzame ukumisa i-AT&T ekuthengeni iTime Warner. Kwaye eneneni, yaya enkundleni, kwaye ngombulelo, siseluhlanga lwemithetho, njengoko iqabane lam uWalt Pisik lithanda ukutsho.
Kwaye ekugqibeleni, ngubani ophumeleleyo? Isilumkisi sexesha kunye ne-AT&T. Intengiselwano yadlula ngokuchasene norhulumente, kwaye eneneni ngokuchasene ne-DOJ's, ngokucacileyo, ityala. Kwaye ke ndicinga ukuba iNetflix ngeyiphumelele kwaye ekugqibeleni ngeyifumene le ntengiselwano, kuba kwakungekho monopoly kwiNetflix. Kodwa uyazi ntoni? Ayinamsebenzi lonto. Netflix wahamba. Kwaye ndicinga ukuba uEllison, ukulungele ukuyithenga yonke, yayiluncedo, kwaye ekugqibeleni wayezimisele kwibhodi.
Makhe ndikubuze imibuzo yobuchule malunga nokuba kwenzeka ntoni ngokulandelayo kwesi sivumelwano. Kwaye ke ndifuna ukusondezela kuyo, ke imbono enye enkulu ekufuneka ndiyisonge, kuba siyichukumisile amatyeli aliqela ngoku, kwaye ndinomdla wokuthatha kwakho kuyo.
Kodwa ngobuchule, uEllison wenza ukubonakala kwiqashiso leWarner, kwaye wathi, "Le ibiyinkqubo enesiphithiphithi, kodwa iphelile ngoku." Kwaye ndacinga ukuba, "Ayikapheli." Ulawulo lukaTrump lunokuthi lufake isitampu serabha, kodwa amanye amazwe azakumangalela. I-European Union inombono wokudityaniswa okuhluke kakhulu kulawulo lukaTrump.
Yintoni eneneni elandelayo? Ngaba iphelile, okanye siza kulwa?
Jonga, ndingamangaliswa ukuba le ntengiselwano ayivalwanga. Kwakhona, andicingi ukuba kukho imiba ye-monopoly apha. Ngaba zininzi izinto ezoyikisayo kwiHollywood edibanisa izitudiyo ezimbini, kwaye ngaba kuya kuphalazwa igazi elininzi kwicala lomnatha wentambo?
Ewe. Kuza kubakho ukudendwa kangaphi?
Icala lothungelwano lwentambo? Jonga, eneneni, mandikubuze umbuzo. Bangaphi abantu ocinga ukuba basebenza kwi-CNN namhlanje kwihlabathi jikelele?
Amashumi amawaka luqikelelo lwam.
Hayi, baninzi kakhulu - abantu abayi-3,000.
Kulungile.
Amawaka amathathu. Uqikelelo lwam kukuba kwiminyaka emibini emva kokuba le ntengiselwano ivaliwe, elo nani liya kuba ngaphantsi kwesiqingatha. Baza kudla nje i-CNN. Iza kuba lishishini elininzi, elincinci kakhulu kunokuba linjalo.
Ucinga ukuba bayauyiqengqe kwiiNdaba zeCBS?
Kunzima. Kukho imiba yomanyano. Ndiyathetha, uLes Moonves wayedla ngokuthetha ngokudibanisa i-CBS kunye ne-CNN. Abantu babecinga ukuba oko kwakuza kwenzeka kangangeminyaka. Umsebenzi womanyano ngumba omkhulu; omnye ngumanyano omnye engenguye. Ke, ukuba isebenza njani kwaye udibanisa njani ezo, andiyazi ngokunyanisekileyo. Ngoko, siza kubona.
Kodwa jonga, ndicinga ukuba le ntengiselwano iyavalwa. Andiqondi ukuba kukho indlela yokulawula ukumisa le ntengiselwano. Kodwa owona mbuzo uphambili, uphendula umbuzo wakho, ngowokuba ivalwa ngokukhawuleza kangakanani? I-Paramount icinga ukuba oku kuya kuvalwa ngaphambi kokuphela kukaSeptemba. Ndicinga ukuba indlela isitokhwe esirhweba ngayo, kunye nedijithi ephindwe kabini ukuya apho i-$ 31 ikhona, iya kukuxelela ukuba abatyali-mali banenkxalabo le yi-Q4 okanye isiganeko se-Q1 2027. Kwaye ke, ukuba oku kuthatha ixesha elingakanani ukuvala kusengumba wengxoxo enkulu.
Kunene. Ndicinga ukuba amazwe aza kwenza ingxolo eninzi kwaye akhuphe ezinye iimvumelwano, ngakumbi iCalifornia.
Kodwa yintoni inkohliso? Ngowuphi umnyinyiva onokuwunika apha?
Ndiyakwazi ukucinga ngeqela. Ndicinga ukuba iCalifornia ifuna ukuqiniseka ukuba iqela labasebenzi lihlala eCalifornia, kwaye lingajiki libe ngabasebenzi be-AI. Ndicinga ukuba baya kufumana indlela yokufumana loo mvumelwano.
Ndicinga ukuba mininzi imibuzo malunga nokuba bazakuvala amaqashiso, abaqhubeka bethetha ngawo, kodwa bangaze baqinisekise ukuba abazukuvala enye okanye ezimbini zeParamount okanye iWarner lots. Uninzi lwabantu lusebenza kwezo ndawo. Kukho ininzi apho unokwahlukana.
Ubungayi kuvala kakhulu. Ukuba ubungafuni ukuba namaqashiso amabini… ndiyathetha, ewe, ndiwavile amabali okwakha ipaki yomxholo kwenye yazo. Kodwa yiyeke loo nto, zininzi iinkampani ezikwesi sithuba ezingathanda enye. Ndiyathetha, iNetflix ingathanda ukuba nestudio eninzi.
Ewe.
Akukho mathandabuzo ngayo. Ke ukuba bekukho istudiyo esikhulu esithengiswayo, andithandabuzi ukuba umdlali okhoyo nozayo angathanda ukuba nestudio eninzi kuba zinqongophele izixhobo. Ke ndicinga ukuba umbuzo wokwenyani kukuba abathengisi iqashiso, bayayigcina, ngaba bahlala besenza iimuvi ezininzi njengoko besitsho?
Ngoku, jonga, impendulo echanekileyo kufuneka ibe kukuba uyazenzela okanye awuzenzi iimuvi zeethiyetha bhanyabhanya. Kufuneka wenze umxholo omninzi kuneParamount kunye neWarner Bros. ngokudibeneyo ukwenza. Ukuba ufuna ukuba ngumdlali kumsinga, kufuneka wenze kabini umxholo. Ngoku, mhlawumbi ayisiyiyo yonke loo nto eCalifornia. INetflix imalunga nomxholo wehlabathi. Bakha istudiyo esikhulu eNew Jersey.
Ndicinga ukuba oku kuncinci malunga nokugcina imisebenzi ethile eCarlifonia kunokuba kuzakubakho irempu enkulu kumxholo. I-Paramount ithi kuya kubakho. Kufuneka benze umxholo omninzi kunoko benzayo namhlanje. Ngoku kufuneka babeke imali yabo apho umlomo wabo ukhoyo.
Nanku omnye umbuzo wam onobuchule malunga nayo yonke le nto. UTom Cruise wenza iimuvi ezingenakwenzeka. Wenza iimuvi zeTop Gun. Uyenzile nge-Skydance iminyaka. Ndiqinisekile ukuba uvuyiswe kakhulu ngokuba neqabane elikhulu le studio kuDavid Ellison. Akavumelekanga ukuba adubule nabani na obonakala engowaseTshayina kwezo bhanyabhanya kuba yintengiso enkulu yezo bhanyabhanya. Lo ibingumba wemfazwe yenkcubeko iminyaka. Senza ii-blockbusters ezinkulu, kwaye mhlawumbi sisusa imiphetho ukunqanda ukukhubekisa abaphulaphuli baseTshayina.
Aba batyali-mali baya kuba kuMbindi Mpuma. Ngubani uTom Cruise oza kufota kwezi bhanyabhanya? Kuba oko kubonakala ngathi ngomnye umcimbi wemfazwe yenkcubeko eshushu usapho lwakwa-Ellison lubaleka ngqo.
Inyani yile, enye, abayi kuphawula nokuba ngaba batyali-mali baya kuba ngubani. Ngoko asiyazi impendulo kuloo nto. Makhe sibone ukuba ngoobani abatyali-mali. Kucingelwa ukuba, aba batyali-mali abanalawulo okanye abanakukwazi ukuvota kuyo nantoni na okanye banempembelelo.
Nokuba banempembelelo ethambileyo ngokucacileyo ngumba wengxoxo enkulu endiqinisekileyo ukuba abalawuli baya kuba nosuku lwentsimi. Kodwa, jonga, ekupheleni kosuku, kukho umxholo omninzi ekufuneka uyilwe. Kukho umxholo omninzi ongenayo nayiphi na imiba othetha ngayo.
Ndithetha nje kwi-Top Gun: UMaverick, ufumana i-F-14 engasetyenziswanga kwisiseko.
Ngokuqinisekileyo.
Linye kuphela ilizwe eline-F-14 engasetyenziswayo ehleli kwisiseko. Ndiyabona ukuba ungayikhomba le ngxaki kwi-CNN, kwaye ndicinga kakhuluabantu bakhombe le ngxaki kwi-CNN, kodwa ukuba ufuna iibhloko ezifunwa nguEllison, ngenene uyangena kwi-geopolitics ngenye indlela ethe ngqo.
Ngokuqinisekileyo.
Kwaye unokuba nesiseko sotyalo-mali esingafuni ukuba ungene kulo ngolo hlobo.
Jonga, andicingi ukuba abatyali-mali bakhathalele i-geopolitical njengokuba bekhathalele into enye, eyona nto ikhulisa eli shishini. Ingxoxo-mpikiswano evela kubatyali-mali yinto enye ngokwenene. Sonke siyazi ukuba ezi nkampani zityebile, kwaye zinokunciphisa iitoni zeendleko. Wonke umntu uyibonakalisile loo nto. Into ekungekho mntu uyingqinayo kukuba ngenene ungawakhulisa, uwakhulise ngokuzinzileyo la mashishini.
Yiloo nto abatyali-mali bafuna. Ngaba unokwenza umxholo omkhulu abantu abafuna ukuwubona, oqhuba ababhalisi, okhokelela kwishishini elihle lokusasaza ixesha elide elinokoyisa ukuwa kwamashishini amafa onawo, lawo ongenakwenza nto ngawo? Awukwazi-
Ewe.
Andiqondi ukuba uza kufumana abantu abaninzi ukuba baye kwiindawo zemidlalo yeqonga. Awuzukufumana abantu abaninzi ukuba babhalisele iTV yomnxeba. Awukwazi ukulungisa iingxaki ezingapheliyo kweli shishini ngoku. Umbuzo ngowokuba, ngaba ungalakha ishishini elitsha libe likhulu ngokwaneleyo kwaye ulikhulise ngokukhawuleza ngokwaneleyo ukuba liphume kwityhubhu yomkhenkce enyibilikayo? Lowo ngumbuzo ophambili.
Ke kulapho ndifuna ukuphelela khona. Lo ngumbono omkhulu ebesiza ngawo ngalo lonke ixesha. Xa uthetha ngamashishini amakhulu ukuwa, ithisisi yam kukuba ukuhanjiswa kwawo kwawa. Yonke yaphela kwiiplatifti zokusasaza ezingakuhlawulisi mali.
I-Netflix yindawo yokugqibela yokusabalalisa enkulu ehlawula amaxabiso aphezulu kumxholo. Yonke enye into ayikubhatali nto. UYouTube unokukuhlawula iidola ezimbalwa ngenxa yokuba baqale ngenkqubo yabadali, kwaye abanako ukuyicima. Kodwa iiShorts zikaYouTube zihlawula umyinge ongento yanto.
I-Meta ikuhlawula ngokoqobo uziro.
Ewe. Instagram ikuhlawula ngokoqobo zero.
Zero, ngokoqobo.
TikTok, mhlawumbi.
Kwaye usalayisha umxholo. Le yeyona nto ilungileyo ngayo.
Kwaye wonke umntu uyayenza. Kukho umkhosi wolutsha oluya kusebenza simahla, kwaye yile nto uchasene nayo, nokuba yintoni na. Uninzi lwabantu lufumene iindlela zokwakha iintlobo ezahlukeneyo zamashishini kwindawo engqongileyo, amanye awo anyukayo, kwaye amanye apho umgangatho wemveliso usanda. Kukho i-universe yemiboniso yeentetho kwi-YouTube ngoku eye yafumanisa indlela yokwenza into ebonakala ngathi yintetho yokuthetha ebusuku kunye neso sakhiwo seendleko kwezo zoqoqosho xa ukuhanjiswa kungahlawulisi imali.
Uyicombulula njani umntu le nto? Sizifumana njani iimuvi xa ndikwazi ukuvula iTikTok kwaye ndibone uninzi lwaMadoda ambalwa alungileyo simahla? Kubonakala ngathi ayinamsebenzi xa ndikwazi ukuvula i-Instagram, kwaye ubusela be-IP buxhaphake kangangokuba abadali benza iividiyo ze-AI kunye nabantu abadumileyo ngasekhohlo nasekunene. Kubonakala ngathi ayinamsebenzi, kwaye akukho mntu uyivalayo. Ingxaki yokusasaza inkulu kakhulu.
Ulungile. Kwelinye icala, eneneni yimpendulo elula noko. Yenza umxholo abantu bafune ukuwubona. Ndiyathetha, jonga kwi-KPop Demon Hunters. Mhlawumbi ayisiyiyo eyona bhanyabhanya imangalisayo wakha wayibona. Kodwa udala umxholo onomculo omnandi, ukubaliswa kwamabali anomdla, into entsha kunye nentsha ebonakala yahlukile kuneyayibonile ngaphambili, kwaye ube nengoma eyayiyeyona bhanyabhanya inkulu kunyaka ophelileyo ngomda obanzi. Zange idlalwe kwiindawo zemidlalo yeqonga. Ewe, ndiyazi ukuba ibikwimiboniso bhanyabhanya ngeempelaveki ezimbalwa-
Ndahamba nentombi yam. Ibi-
Ukuza kuthi ga ngoku, eyona bhanyabhanya inkulu ka-2025 yayiyimovie yeNetflix. Yiloo nto iHollywood engazange ilungelelanise nayo. Jonga, isizathu sasisikhulu njengoko sasinjalo, ndiyakholelwa, ngokuqinisekileyo, imuvi yayilungile kwaye yonke loo nto, kodwa eneneni ndicinga ukuba iYouTube, imidiya yoluntu, kunye neSpotify babenempembelelo enkulu ekuvutheleni umxholo kunye nokukhawulezisa ukufikelela.
Ndiyathetha, ndicinga ukuba yenye yezinto ozibonayo. Iingoma ziya ziba nkulu kunangaphambili. Ingxaki kukuba bambalwa nangakumbi. Isizathu sokuba iNetflix ibe nempumelelo ngakumbi kunaye wonke umntu kukuba bathatha iishoti ezininzi ezinjongo. Kwaye ke, konke oku kubuyela ukuba u-Ellison ufuna ukuphumelela, kufuneka athathe izibhamu ezininzi kwiinjongo, kuba eli lishishini elinzima kakhulu, kodwa usenokuphumelela.
Ewe.
Wenakufuneka nje uthathe izithonga ezininzi kwiinjongo kwaye wenze itoni yomxholo ogcina abantu bebandakanyeka yonke imihla.
Ewe, sisityebi, ndinemvakalelo yokuba mna nawe siza kuthetha ngale ndibano njengoko ihamba ngokuvunywa kwaye emva koko iphumeze amaxesha amaninzi kwiminyaka ezayo. Enkosi kakhulu ngokuba kwi-Decoder.
Enkosi ngokuba nam.
Imibuzo okanye izimvo malunga nesi siqendu? Sibethele kwi-decoder@theverge.com. Ngokwenene siyayifunda yonke i-imeyile!
