The Mediator

Home
Notes
Archive
About

Streaming Video

Tectonic Trends in Media
Distilling a Year of Writing into a 30-Minute Presentation
 • 
Doug Shapiro
6
GenAI Video as a New Form
Not Just a Cheaper Way to Make Movies
 • 
Doug Shapiro
4
GenAI in Hollywood: Threat or Opportunity?
My Presentation at the MoffettNathanson Media, Internet and Communications Conference
 • 
Doug Shapiro
2
Video: Follow the Money
A Holistic View of the U.S. Video Value Chain and Some Surprising Insights
 • 
Doug Shapiro
6
Disney, Charter and the Second Coming of TV Everywhere
Why This Time Could be Different
 • 
Doug Shapiro
9
Video’s Fundamental Problem: It Over-Monetizes
Streaming Won’t Fill the Pay TV “Hole.” Let’s Move On.
 • 
Doug Shapiro
What Will Streaming Peace Look Like?
Exploring possible structural changes in TV
 • 
Doug Shapiro
To Everything, Churn, Churn, Churn
How Churn Became Streaming TV's Biggest Surprise and Biggest Problem
 • 
Doug Shapiro
Revisiting Growth vs. Optimization
Is Global Scale the Only Path to a Successful Streaming TV Business?
 • 
Doug Shapiro
Media’s Shift from Growth to Optimization
Why it Was Inevitable and What Happens Next
 • 
Doug Shapiro
Is Streaming a Good Business?
For most of the media companies, 20% margins are out of reach— and it’s not just about content costs
 • 
Doug Shapiro
One Clear Casualty of the Streaming Wars: Profit
TV is at a Tipping Point
 • 
Doug Shapiro
© 2025 Douglas S. Shapiro
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture