1/ On Netflix’s Marvel cancellations, there seems to be some nuance that’s missing which tells you a lot about the future of OTT video in 2019. I’m sure both sides wanted a renewal, but the *absolute* not just relative value for both sides continued to decline. And thus no more.
2/ Netflix reportedly holds the right to keep renewing these shows, irrespective of Disney's preferences. Disney may be entering Netflix's territory with Disney+, but that didn’t drive the cancellations. Netflix was making a rationale decision based on quality, cost, viewership
3/ To point, the shows will remain NETFLIX ORIGINALS for years, Disney would have to buy them back (and says they don’t fit with Disney+’s positioning and won't be rebought) and there’s likely a hold on re-using the IP in TV (i.e. Disney can’t just launch a new Luke Cage in 2019)
1/ The narrative around Facebook and web publishers continues to distort and polarize after each outlet encounters layoffs/shutdowns. Each one is tragic, with a real human cost, as well as a societal one. But a lot of this is normal, unavoidable and misunderstood
2/ Facebook has continually proven itself to be a bad partner (faulty metric, algo changes, swinging priorities/subsidies, content=commodity mindset). Everyone knows this when they CHOOSE to invest in FB + FB criticisms overlook that the network enabled these companies to exist
3/ Facebook made it uniquely possible to build a digital news/publishing brand (more in the last decade than ever in modern history). Audience/distro costs plummeted, a brand instantly had global reach, audiences quickly scaled to 10s of millions, making capital raises easy…