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Inside the Stream: SVOD Bundling, Peacock Hits 30M, WBD’s FASTs, Hulu’s Disney+ Tile
On this week’s Inside the Stream Colin and I first discuss the trend toward SVOD services being bundled with one another. We agree the approach makes sense to cut churn and increase the lifetime v...

Inside the Stream: Charter-Disney, Eluvio, Gracenote for FASTs, Hulu Ownership
Charter and Disney settled their dispute and on this week’s podcast we discuss the outcome. Last week we discussed the broader implications of the impasse. Colin is on his way to IBC in Amsterdam ...

Inside the Stream: Charter-Disney Dispute Breaking the Big TV Bundle
Blackouts have been commonplace in the pay-TV industry when operators and TV network owners are unable to come to terms on renewal terms. While the current dispute between Charter and Disney include...

Inside the Stream: Broadcasters’ SVODs Struggle, But Their FASTs Flourish
This week on Inside the Stream, Colin and I discuss Comscore’s 7th annual State of Streaming report, which was just released. For CTV homes, Netflix leads with 74% reach, followed by YouTube, with...

Inside the Stream: Why FASTs Aren’t Cable TV 2.0
Colin has attended a couple conferences recently where some industry colleagues have likened FASTs to “cable TV 2.0.” On today’s podcast we discuss the distinct differences between FASTs and t...

Inside the Stream: 5 Key Takeaways from the VideoNuze’s Fourth Annual CTV Advertising Summit virtual
Yesterday was VideoNuze’s fourth annual Connected TV Advertising Summit virtual, featuring 27 senior executives on 6 sessions across the afternoon. Hundreds of industry colleagues attended, hearin...

Inside the Stream: What are the Consequences of SVOD Library Cuts?
Some big SVOD services are cutting content from their libraries, including certain originals. Most prominently, Disney recently said it’s taking a $1.5-$1.8 billion impairment charge related to co...

Apple’s quiet AI lab reveals how large models fake thinking
The latest generation of AI models, often called large reasoning models (LRMs), has dazzled the world with its ability to “think.” Before giving an answer, these models produce long, detailed chai...

Snap to launch consumer AR smart glasses in 2026
Snap CEO Evan Spiegel reportedly announced plans Tuesday to release consumer-ready AR smart glasses, named Specs, at the Augmented World Expo in Long Beach, California. According to a Snap spokesperso...

iPadOS 26 just blurred the iPad vs Mac more than ever — so we asked Apple what people should buy now
With iPadOS 26, Apple is making the iPad more Mac-like than ever with a new windowing system for better multitasking, a new Files system and even a menu bar. I ask Apple's Craig Federighi and Greg Jos...