A guide to Virtual Beings

Last week in San Francisco, I spoke at the first Virtual Beings Summit (organized by Fable Studio CEO Edward Saatchi). The term “virtual beings” gets used as a catch-all categorization of fictional personalities that humans can interact with. This ranges from activities like Amazon, Apple, Google, and Microsoft pouring resources into conversational AI technology to… Continue reading A guide to Virtual Beings

Where top VCs are investing in media, entertainment, & gaming

In my TechCrunch column, I just posted long-form quotes from these 9 sharp VCs on their investment interests in the media, entertainment, & gaming space. If you’re an entrepreneur planning to raise money (or an investor curious what your peers are focused on), I suggested you give it a read. Cyan Banister (Founders Fund) Alex… Continue reading Where top VCs are investing in media, entertainment, & gaming

Zwift & fitness-gaming’s superiority over interactive fitness videos

(This was originally a section of today’s Monetizing Media newsletter. Sign up here.) Happy Sunday night, media friends. Great to see many of you over drinks in London and LA recently. Shout out to Hummingbird VC and Sinai VC for co-hosting those events. I’ll be at the Milken Conference this week so if you’re in town for… Continue reading Zwift & fitness-gaming’s superiority over interactive fitness videos

My interview with Northzone’s PJ Pärson

Today I posted an interview in TechCrunch that I did with Northzone general partner PJ Parson at the SLUSH conference in Helsinki. We talked about the core investment thesis that has guided him for 20 years, how he went from running a fish distribution to running a VC firm, his best practices for effective board… Continue reading My interview with Northzone’s PJ Pärson

MoviePass, AMC, and the Era of Cinema Subscriptions

AMC Entertainment announced a $19.95/month subscription last month called the AMC Stubs A-List for movie-goers to see up to 3 movies per week at its theaters (Stubs is their rewards program). This is a big experiment for AMC – the largest exhibitor chain (aka cinema chain) in the world – not least because its CEO Adam Aron… Continue reading MoviePass, AMC, and the Era of Cinema Subscriptions

Is CBS the next media acquisition?

CBS is perhaps the most obvious media company to be the next target for larger acquirers. The $21B company has the leading TV network in the US and over 5M subscribers between two OTT platforms (CBS All Access and Showtime) in addition to a leading book publisher (Simon & Schuster), deep content libraries, numerous digital media… Continue reading Is CBS the next media acquisition?