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@j3rryho
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Joined Jun 23, 2022
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www.22cs.xyz/music-industry-trends-2023/
Jan 3, 2023
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medium.com/3pm-lab/growth-101-introduction-to-5-popular-growth-frameworks-aarrr-rarra-growthloops-heart-aida-13296ba7dcbc
Dec 31, 2022
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glasp.co/articles/why-are-we-building-glasp
Dec 31, 2022
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medium.com/ipg-media-lab/the-backlash-to-ott-streaming-is-here-48f63a7eab3c
Dec 30, 2022
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www.bloomberg.com/news/articles/2022-11-09/disney-drop-sends-media-stocks-toward-worst-decline-in-30-years?sref=W6GJF3MS
Dec 30, 2022
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dougshapiro.medium.com/is-streaming-a-good-business-83ed05d44bd8
Dec 30, 2022
edition.cnn.com/2022/12/28/business/dr-pepper-history/index.html?utm_source=twCNN&utm_medium=social&utm_term=link&utm_content=2022-12-28T20%3A30%3A36
Dec 29, 2022
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www.npr.org/2022/12/28/1144248191/taiwan-music-abao-indigenous?fbclid=IwAR3pRymEozk0QPRLCPUcZyiwOMNrdtx822ZUGnuLlS4EC-rEU7FIFcOh0RI
Dec 29, 2022
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www.wsj.com/articles/in-avatar-disney-needs-a-gift-that-keeps-on-giving-11671722382?mod=flipboard
Dec 29, 2022
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sspai.com/post/77467
Dec 29, 2022
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digiday.com/marketing/ad-tech-firms-focus-on-layoffs-as-ad-recession-fears-build/
Dec 26, 2022
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www.nytimes.com/2022/12/21/technology/ai-chatgpt-google-search.html
Dec 26, 2022
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variety.com/2022/biz/news/hollywood-outlook-2023-extremely-bumpy-1235468510/
Dec 23, 2022
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www.theverge.com/2020/3/27/21195358/streaming-netflix-disney-hbo-now-youtube-twitch-amazon-prime-video-coronavirus-broadband-network
Dec 23, 2022
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www.wsj.com/articles/nfl-in-advanced-talks-with-googles-youtube-for-sunday-ticket-rights-deal-11671579236?mod=Searchresults_pos1&page=1
Dec 22, 2022
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mailchi.mp/manny-li.com/063-15940513?e=[UNIQID]
Dec 21, 2022
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mailchi.mp/manny-li.com/063-15906073?e=[UNIQID]
Dec 21, 2022
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us4.campaign-archive.com/?u=115efe595aea8222e428a4d75&id=8612a86769
Dec 21, 2022
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www.matthewball.vc/all/contentcarscomparisons
Dec 21, 2022
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www.wsj.com/articles/netflixs-ad-supported-tier-was-its-least-popular-plan-in-launch-month-analytics-firm-estimates-11671539939?mod=hp_lead_pos12
Dec 20, 2022
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www.barrons.com/articles/netflix-stock-ad-supported-subscription-tier-51671119758?adobe_mc=MCMID%3D75967495271343724678108614851044418429%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671552735
Dec 20, 2022
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www.barrons.com/articles/netflix-videogame-streaming-ea-nvidia-51626387238
Dec 19, 2022
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www.theverge.com/2022/12/14/23507793/streaming-wars-hbo-max-netflix-ads-residuals-warrior-nun
Dec 18, 2022
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www.theverge.com/2022/12/17/23513966/apple-nfl-sunday-ticket-negotiations-exit
Dec 18, 2022
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www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928?fbclid=IwAR2oH-GPsJrUzR4ekXdXCA1JYGxO2JdEeYKbHtA5RZmslhAr2N2R7Pq7Yi0
Dec 18, 2022
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hbr.org/2019/02/netflix-and-the-economics-of-bundling
Dec 17, 2022
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variety.com/vip/reaction-to-disney-fiscal-q4-subscriber-gains-mean-growing-pains-1235427128/
Dec 17, 2022
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variety.com/vip-special-reports/sports-gambling-media-a-special-report-1235453414/
Dec 17, 2022
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techcrunch.com/2022/11/15/ai-powered-media-editing-app-descript-lands-fresh-cash-from-openai/
Dec 15, 2022
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techcrunch.com/2022/11/10/ai-powered-note-taking-app-mem-raises-23-5m-openai/
Dec 15, 2022
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mailchi.mp/manny-li.com/063-16823092?e=da68c47ea3
Dec 15, 2022
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every.to/napkin-math/spotify-s-quest-to-own-your-ear-139a4197-21ff-482e-8076-3c2110a8ff60
Dec 14, 2022
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every.to/p/spotify-s-big-bet-on-audiobooks
Dec 14, 2022
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mailchi.mp/manny-li.com/063-16297881?e=da68c47ea3
Dec 14, 2022
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vocus.cc/article/639958c6fd89780001c45099
Dec 14, 2022
nhuir.nhu.edu.tw/retrieve/5882/3022010105.pdf
Dec 13, 2022
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www.cnbc.com/2022/11/11/disney-plans-hiring-freeze-job-cuts-memo-says.html
Dec 12, 2022
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vocus.cc/article/6391887afd89780001827331
Dec 11, 2022
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sspai.com/post/74901
Dec 11, 2022
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sspai.com/prime/story/on-copilot
Dec 11, 2022
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sspai.com/post/77144
Dec 10, 2022
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bigtechnology.substack.com/p/why-google-missed-chatgpt?r=1z2is&utm_campaign=post&utm_medium=web
Dec 10, 2022
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sheracaolity.ghost.io/drop-out-9/
Dec 10, 2022
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medium.com/sheracaolity/%E5%AF%AB%E5%9C%A8%E4%BC%91%E5%AD%B8%E4%B9%8B%E5%BE%8C-%E7%B5%82-%E4%BD%BF%E5%91%BD-604c6fc23792
Dec 9, 2022
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www.wsj.com/articles/netflix-nflx-q3-earnings-report-2022-11666056348?mod=article_inline
Dec 8, 2022
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www.wsj.com/articles/netflix-to-let-tens-of-thousands-of-subscribers-preview-content-11669851681?mod=djemalertNEWS
Dec 8, 2022
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techcrunch.com/2022/11/08/disney-reports-fourth-quarter-results-2022/
Dec 8, 2022
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www.theverge.com/2022/11/3/23438971/netflix-basic-with-ads-what-you-cant-watch-padlock
Dec 8, 2022
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www.hollywoodreporter.com/business/digital/disney-pays-900m-for-bamtech-1235271788/
Dec 8, 2022
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stratechery.com/2022/ai-homework/
Dec 7, 2022
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every.to/divinations/why-content-is-king-26199975
Dec 5, 2022
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medium.com/@HeathEvans/content-is-king-essay-by-bill-gates-1996-df74552f80d9
Dec 5, 2022
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every.to/superorganizers/the-fall-of-roam
Dec 5, 2022
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every.to/superorganizers/linus-lee-is-living-with-ai
Dec 5, 2022
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sspai.com/post/77081
Dec 5, 2022
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www.thestreet.com/technology/netflix-keeps-making-a-huge-mistake-disney-doesnt
Dec 4, 2022
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sharedphysics.com/everything-is-important/
Dec 4, 2022
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newsroom.spotify.com/2019-03-13/consumers-and-innovators-win-on-a-level-playing-field/
Dec 3, 2022
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9to5mac.com/2022/12/01/spotify-ceo-daniel-ek/
Dec 3, 2022
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timetoplayfair.com/facts/
Dec 3, 2022
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timetoplayfair.com/the-case/
Dec 3, 2022
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sspai.com/prime/story/pi-weekly-20
Dec 3, 2022
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koreajoongangdaily.joins.com/2022/12/01/business/industry/Korea-Tving-Seezn/20221201153912713.html
Dec 2, 2022
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www.cnbc.com/2022/11/30/netflix-ceo-reed-hastings-on-advertising-turnaround-focused-on-google-facebook.html
Dec 2, 2022
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www.fastcompany.com/90807499/meta-tiktok-opening-door-social-innovation
Dec 2, 2022
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www.theatlantic.com/technology/archive/2022/11/instagram-tiktok-twitter-social-media-competition/672305/
Dec 2, 2022
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sspai.com/post/77017
Dec 1, 2022
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www.wsj.com/articles/streaming-service-bundle-cable-11665151236?st=cqwfbglsbbe8qhl
Nov 30, 2022
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www.bloomberg.com/news/features/2022-10-13/netflix-nflx-ads-mark-seismic-shift-to-raise-stock-price?leadSource=uverify%20wall
Nov 30, 2022
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www.antenna.live/post/netflix-q122-retrospective
Nov 30, 2022
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www.bloomberg.com/news/articles/2022-04-19/netflix-loses-200-000-customers-its-first-decline-in-a-decade
Nov 30, 2022
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www.antenna.live/post/ad-tier-demographics
Nov 30, 2022
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www.antenna.live/post/hbo-max-ad-tier-launch
Nov 30, 2022
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www.antenna.live/post/premium-svod-ad-supported-growth
Nov 30, 2022
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www.antenna.live/post/antenna-q3-2022-svod-growth-report-as-the-world-churns
Nov 30, 2022
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www.antenna.live/post/q222-premium-svod-growth-report
Nov 30, 2022
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variety.com/2016/digital/news/appleapp-store-subscription-fees-1201791582/
Nov 30, 2022
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www.theverge.com/23433343/amazon-music-prime-steve-boom-taylor-swift-midnights-spotify-apple-streaming-podcasts-decoder
Nov 30, 2022
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pinchlime.substack.com/p/the-core-element-of-a-workflow
Nov 30, 2022
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notes.pinchlime.com/notes/workflows/my-highlighting-and-annotating-workflow/
Nov 30, 2022
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wuyagege.substack.com/p/771
Nov 30, 2022
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www.stroke.org.tw/GoWeb2/include/index.php?Page=5-1&paper02=17700215365bc9615df15a8
Nov 29, 2022
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terms.naer.edu.tw/detail/4d6239e233d96837bb2ad4a0ba120811/?seq=1
Nov 29, 2022
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ai.iias.sinica.edu.tw/glossary/intelligent-agent/
Nov 29, 2022
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advait.live/news/
Nov 29, 2022
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www.22cs.xyz/tiktok-music-innovation/?ref=22shi-ji-wei-xing-newsletter
Nov 28, 2022
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www.investopedia.com/ask/answers/050115/what-are-primary-activities-michael-porters-value-chain.asp
Nov 27, 2022
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www.wsj.com/articles/disney-other-streaming-giants-confront-era-of-slowing-subscriber-growth-11669054555?mod=article_inline
Nov 27, 2022
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www.wsj.com/articles/walt-disney-dis-q4-earnings-report-2022-11667910348?mod=article_inline
Nov 27, 2022
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www.wsj.com/articles/disney-shows-the-limits-of-streaming-11667951253?mod=article_inline
Nov 27, 2022
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www.wsj.com/articles/disney-moves-to-reorganize-entertainment-operations-11602534124?mod=article_inline
Nov 27, 2022
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www.wsj.com/articles/the-disney-cfo-who-raised-concerns-about-bob-chapek-has-respect-on-the-street-11669411558?mod=trending_now_news_1
Nov 27, 2022
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www.inside.com.tw/article/29772-Streaming-Pumpkin-Wagon?fbclid=IwAR2lEr06szHrUcnVyYLOX9czuYxaX8V8DjOLKlkAz_2D0A-CGNpElJBDRyM&mibextid=Zxz2cZ
Nov 27, 2022
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www.wsj.com/articles/walt-disney-cfo-others-brought-concerns-to-board-over-bob-chapek-11669072222?mod=article_inline
Nov 27, 2022
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www.wsj.com/articles/walt-disney-names-bob-iger-ceo-replacing-bob-chapek-11669000050
Nov 27, 2022
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隨著中美經濟走向脫鉤,這項議題也再度浮上檯面。我們已知道的事實包括:一、部份州政府已禁止公務員在工作的裝置上使用 TikTok;二、印度早已率先禁用 TikTok;三、對於防範中國政府取得使用者資料的疑慮,TikTok 始終無法做出有效保證。
目前表面上,美國政府似乎打算強硬將 TikTok 完全逐出,但這項可能性並不高。考量到目前 TikTok 擁有超過 1 億美國使用者、且大部份為高黏著度的年輕族群,斷然禁止很有可能危及民主黨接下來的選情。但事已至此,我認為必然會出現一定程度的管制,至少可能擴大政府單位的使用禁令,包含軍事、經濟與行政;至多可能要求 TikTok 出售在美業務。一旦 TikTok 失去一定規模的美國市場,其網路效應帶來的影響力也將衰退;美國祭出的禁令也有可能促使歐盟採取類似措拖。
近年以 Hipgnosis 為首的音樂版權收購潮,讓 Bob Dylan、Bruce Springsteen 等巨星將生涯整套作品一口氣變現,交易金額往往高達數億美元,在投資市場上掀起不小波瀾。就在上個月底,傳出 Justin Bieber 的作品收購也即將完成,揭示了這類投資標的可能將吹向所謂的年輕藝人(出道 10 年內)。根據《Billboard》報導,大部份具長期高度價值的經典搖滾藝人都已完成交易。雖然老歌在今日的聆聽量沒有新歌多,但由於其克服了時間的考驗,價值相對穩定許多,新歌則可能在幾年後被人淡忘。然而如果新歌能夠止住價值下滑趨勢、反彈回升,則有機會迅速進入經典之林(可參考《Music Business Worldwide》此文中的簡報截圖)。
然而隱憂是,這些音樂版權投資公司似乎一直沒有辦法有效證明其手上資產的價值,更遑論好好管理以擴大價值。在上個月初,Hipgnosis 的股價滑落將近四成,說明了投資人漸漸失去耐心與信任。這類興起於牛市的公司當初部份財務規劃是基於便宜的貸款利率,好滿足他們大手筆的投資金額,如今政府頻頻升息勢必對其造成嚴重影響。除了持續進行借貸、開發新的標的之外,目前不清楚他們有何計劃。
去年從 DALL·E 2、Midjourney、Disco Diffusion 讓人腦洞大開的圖像創作,到 ChatGPT 能詩詞能寫 code 的對話內容,全世界已經深深著迷於這種利用自然語言處理的生成式 AI 可能通往的未來。尤其過去半年幣圈一片低迷,創投可能捨棄前途不明朗的 Web3、投身顯然市場需求龐大的生成式 AI。接下來的戰場,就該輪到音樂了,雖然我尚不清楚有多少公司在做此類開發。比起設計繪畫、文字撰寫,依賴軟體進行的現代音樂創作早就有許多 AI 應用(如知名的 iZotope 公司開發的一系列製作工具),但大多時候使用者仍然需要具備專業經驗以給予明確的參數。話說回來,音樂創作一直都比畫畫和寫字的門檻更高,而生成式 AI 當然還遠不能取代真正專業音樂人,但某種程度上能夠降低大眾進入這項領域的門檻、並滿足簡單的實用需求(最直接的就是影片創作者的襯樂)。
我可以想像這件事最困難的地方完全在於「一般人根本不知道如何描述抽象的音樂」。