Last month, I tried a little experiment on X/Twitter: each day, for 28 days, I posted a slide or two about the media business.
Most of these are pulled from long-form posts on The Mediator, but some are new or updated. Some are data-centric, some conceptual; most are proprietary analyses, some aren’t—but collectively they tell a story about the current and evolving state of media, especially the video business.
Overall, they show an industry in upheaval, particularly for traditional media:
Time spent with media is stagnating, putting a cap on growth
Attention is fragmenting as corporate media loses share to creator media
Technology is disintermediating traditional intermediaries, shifting bargaining power to the top creatives and creators
Platforms with massive scale and different profit motives are increasingly dominating the media business
The distribution of popularity is becoming more power-law like, making the business riskier
And all this is a lagging indicator of the last disruption—falling barriers to distribution (the internet)—while another disruption is looming—falling barriers to creation (GenAI)
All the slides are pasted below or can be found here.
Thank you for sharing this! Reminds me of the Mary Meeker slides.
Great article!