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Welcome to What I’m Hearing+, back at you from the wilds of Brooklyn where I’m recovering from watching The Cure perform a two-hour set in a mud-filled park in Chicago after a torrential downpour. I regret nothing. Today, a closer look at the lessons and aftershocks of the Charter-Disney deal, and what it presages about future dealmaking and rights negotiations. But first...
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What I'm Hearing +

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Welcome to What I’m Hearing+, back at you from the wilds of Brooklyn where I’m recovering from watching The Cure perform a two-hour set in a mud-filled park in Chicago after a torrential downpour. I regret nothing.

Today, a closer look at the lessons and aftershocks of the Charter-Disney deal, and what it presages about future dealmaking and rights negotiations.

But first…

  • On Bullshit Metrics…: Two thoughts keep me up at night: First, that the value of digital advertising is essentially dependent on the value of underlying viewership metrics; and second, that most of those metrics are bullshit. As John Herrman recently noted in New York, nearly every platform has its own definition of a “view,” meaning that...

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Reflections on the Disney-Charter Hostage Crisis
Reflections on the Disney-Charter Hostage Crisis
What we did, and didn’t, learn from the carriage fee negotiation heard round the world.
JULIA ALEXANDER JULIA ALEXANDER
By now, everyone knows the morality tale of the Disney and Charter rights negotiations dust-up: Charter, a largely unlovable cable company, felt understandably screwed that Disney (among other providers) was moving the vast majority of its marquee programming to its own streaming platform. Disney, a historic yet distressed company, was frustrated by the decay of the cable business (a secular behavioral shift facilitated by Charter’s own avarice) and wanted more money for...
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FOUR STORIES WE’RE TALKING ABOUT
Iger’s Buyers
Iger’s Buyers
Notes on the Disney fire sale and LVMH succession.
WILLIAM D. COHAN
The Hunter Manhunt
The Hunter Manhunt
Biden insider Michael LaRosa dishes on the ’24 messaging wars and more.
TARA PALMERI
Elon’s Star Power
Elon’s Star Power
On Musk’s technological interventions in Ukraine and the limits of the public good.
BARATUNDE THURSTON
Drew’s Blues
Drew’s Blues
How the Drew Barrymore saga perfectly encapsulates the studio-streamers’ dilemma.
MATTHEW BELLONI
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Welcome to What I’m Hearing+, back at you from the wilds of Brooklyn where I’m recovering from watching The Cure perform a two-hour set in a mud-filled park in Chicago after a torrential downpour. I regret nothing. Today, a closer look at the lessons and aftershocks of the Charter-Disney deal, and what it presages about […]
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