I am traveling today so this email will be short.
First, I have gotten good feedback on Wednesday's essay, "The Linklater Problem". It is a longer essay that's intended to provoke discussion, and it will make for a good, short weekend read.
Second, some housekeeping: My predictions for 2023 will be published in my monthly opinion essay/"column" for The Information next week, and we're aiming for Wednesday.
Next week will be the last three mailings of 2022. As per usual, if anything "seismic" related to any of the Four Trends happens over the holidays, then I will write about it.
For these three mailings, I plan to do the following:
YouTube creators "would make Walt Disney proud" with their flywheel business models. And YouTube is opening the black to make it easier to understand why.
Total words: 800
Total time reading: 3 minutes
Former WarnerMedia CEO Jason Kilar emerged eight months after his farewell press tour with an opinion piece on "the Chaotic Streaming Wars – and How This Hollywood Story May End". It's a conservatively written piece that doubles down on his vision of "three ...