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Andrew A. Rosen and Dave Pell posted new notes

New predictions for 2026 Netflix and Paramount Skydance are betting "MOAR content" (acquiring Warner Bros libraries) will keep them competing with YouTube, but power laws will accelerate as AI floods platforms—making hits more valuable and everything else worthless. YouTube creator payouts grow…
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During this time of year, I always find…
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Many constraints around us may be certain—legal, ethical, architectural (“meat space” or cyber space) and market…
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So much of the discourse we see is defined by performative people pretending to know more than they can. They spin their data, keynotes, and case studies to shape a narrative that…” — Matt Chmiel