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Zora (ZORA) Hits All-Time High as User Activity Surges on Platform
The Zora (ZORA) token has reached a new all-time high amid a bullish rally that has caused its value to appreciate by more than 1460% over the past month. Furthermore, user activity on the Zora platfo...

AOL is finally shutting down dial-up
AOL dial-up is ending on September 30th according to a statement posted on the company’s website. It marks the end of the service that was synonymous with the internet for many since its la...

X’s automated ad vision left advertisers underwhelmed
Elon Musk’s vision to automate as much of the ad process as possible using Grok has been met with a lukewarm response from advertisers. Part of the hesitation is that it requires handing over com...

Inside the Stream: Disney’s 2025 Profit Goal; ESPN DTC Price, Bundles
Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s sec...

Inside the Stream: Netflix is Well-Positioned to Lead in Bundling and CTV Ads
[UPDATED] Netflix revealed at its Upfront this week that it now has 40 million monthly active users on its lower-priced ad-supported tier. It’s not clear how monthly active users and subscriber...

Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...

Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...

Inside the Stream: Linear TV and Pay-TV Decline; Subtitles; Roku Adds Local TV News
First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explai...

Inside the Stream: How Overlapping “Doom Loops” are Crushing the TV Industry
In this week’s podcast we discuss the overlapping “doom loops” that are crushing the TV industry. These were first articulated by MoffettNathanson, and built upon by Colin. The doom loops incl...

Ripple News: Wall Street Analysts Downgrade XRP, Meanwhile RBLK Draws Institutional-Grade Interest
The post Ripple News: Wall Street Analysts Downgrade XRP, Meanwhile RBLK Draws Institutional-Grade Interest appeared fir...