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Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney

Sharp Tech with Ben Thompson

00:00

Spotify's Leverage on Cable Networks

Cable networks have leverage because TNT has the NBA. The alternative is why did it make sense for Spotify to pay Joe Rogan, right? Spotify is trying to build an advertising business. That's something Joe Rogan can't build for himself. So they're actually in a better negotiating position relative to their suppliers Because their value extraction is sort of like orthogonal to to the suppliers value. And that makes that's better for certain negotiation.

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