- Scandinavian Content Group present clear opportunity to make movie productions much more efficient (and with that probably a lot cheaper) by cutting and editing in parallel with the shooting DiDigital
- Disney could hit 260 M subscribers by 2024 says the company’s recently appointed CEO Bob Chapek with 86M current subscribers a little more than a year since launch WSJ
- 48 U.S. states launched big antitrust lawsuits against facebook arguing the company should be split up not to be so dominating TechCrunch
- AirBnB gained 114% on first day of trading. That’s a market cap of USD 100.7 Bn. To put that in perspective. That’s more than Marriott, Hilton and Hyatt COMBINED. Even though AirBnB have seen a huge drop in the COVID travelling market. https://www.wsj.com/articles/airbnb-shares-more-than-double-in-market-debut-11607625899?mod=hp_lead_pos2
- Doordash gained 85% in market cap on its first day of trading on Wednesday. That combined with AirBnB’s IPO points towards public markets are willing to bet and currently value technology companies significantly higher than the private markets CNET
- Disney presented the path forward for Disney+, including several new Marvel and Star Wars shows. That combined with its new service Star Disney is setting the path to become a serious streaming wars contender and will increase its services prices in Q121 TheVerge
- Other streaming wars contenders, HBO Max now has 12.6 M subscribers, Peacock 26M Fiercewireless | Deadline
- The US FCC released its latest update of broadband and LTE coverage report saying broadband now reach 92.4% of the country’s residents and LTE 99% FCC
- Amazon is now the world’s largest advertiser BizJournal
- WarnerMedia’s CEO bets on streamers and that blockbuster movies could reach budgets of USD 1 Bn as the streaming markets continue to surge. He further said Warner will put all its content on HBO Max in 2021 USANewNews | Sway here’s what Group M think that will mean for the advertising businesses GroupM
- Time spent on Roblox vs. social media apps Scott Galloway
Podcast
- Sway with Warner Media CEO Jason Kilar Spotify
Streaming
- Very well put together thriller The Undoing on HBO Playpilot
