Plain English with Derek Thompson Burning Questions About the Future of Media: Netflix vs. Disney, TikTok vs. Everyone, and the Metaverse
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Jul 12, 2022 
Lucas Shaw, a Bloomberg entertainment reporter, and Matthew Ball, an investor and author of 'The Metaverse', dive into the future of media. They discuss whether Netflix can maintain its streaming dominance against rivals like Disney and Apple. The resilience of movie theaters post-pandemic is also examined, alongside TikTok's disruptive influence on traditional media. Shaw and Ball speculate on the metaverse's potential and its implications for education and social interaction, offering a fascinating look at where entertainment might be headed.
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Peak TV Explained
- Peak TV: Original scripted shows increased dramatically, fueled by streaming exuberance.
- This unsustainable growth led to a breaking point with Netflix's subscriber slowdown.
Netflix's Strategic Advantage
- Netflix thrived in the low-interest-rate environment by prioritizing subscriber growth over earnings.
- This strategy faltered when subscriber growth plateaued.
Post-Peak TV Winners
- Companies like Apple, HBO Max, and Disney are potential successors in the post-Peak TV era.
- They have the resources or established brands to navigate the changing landscape.
