Fascinating deep dive into how platfrom economics dont solve content creation risk. The venture capital comparison is spot on, Netflix had to learn the hard way that algorithms cant manufacture hits. What's underappreciated is how Skydance's cloud-based production actually creates differnt advantages than streaming distribution, theyre solving a totally seperate bottleneck in the value chain.
Fascinating deep dive into how platfrom economics dont solve content creation risk. The venture capital comparison is spot on, Netflix had to learn the hard way that algorithms cant manufacture hits. What's underappreciated is how Skydance's cloud-based production actually creates differnt advantages than streaming distribution, theyre solving a totally seperate bottleneck in the value chain.
Yep, that's pretty much the gist of things! Glad you liked it :)