Studios

“I'm not an antitrust attorney, and I'm certainly not someone to threaten, you know ... Collusion. But it sure felt a lot like it. It all happened very quickly, all around the same time, and suddenly there was no first dollar gross to be had, and back ends beca…”

“While we were investing in diversification, the studios weren't. They were making movies, making television, making huge profits, putting it in all the executive pockets, and they were not investing. And the fact that Netflix was built outside of our industry …”

“Which, if you think about it now as an analyst, was essentially the studios monetizing a library again. At virtually no cost.”

“When outside observers come into the studio, they often cannot believe how clinical the process looks. They imagine a big music party, but we're constantly generating detailed notes on focus points and experiments to test. For almost everything that's said, so…”

“No, those days, studios means, like, the big halls where 90 people can play together. The concept of home studio never came.”

“I don't want to buy a studio. I don't want to buy a sports team.”

“And the studios have already fed a 150,000 of the best scripts ever written into an AI model.”

“Follow on investors typically have shown an affinity for studios that, that have a relatively lighter Position on the cap table.”

“You have the hardware providers, then you have three intermediaries between the airlines and the original content owners, which are the studios.”

“To be able to have and to get access to early window content from the studios, you need to prove to them that the content that's on your devices will never ever end up on the internet.”

“An industry that's changing quickly, as this one is, we're far better off if the individual studios can actually bring their own view to it and move quickly and not become ponderous because we've merged everything together.”

“The most likely is it's going to shift the economic power from the distributors and the kind of the studios to the creatives in a really major way that probably hasn't happened, you know, since the kind of rise of CAA and the kind of the bargaining power that …”

“Writer's strike ended with some concessions on AI, but essentially the studios can use AI broadly for experimentation, but there's still going to be a person, a writer attached in name.”

“And I do think that this is an area where the studios kind of need to need to readdress. How they have been paying in the back end especially on TV”

“We actually were 100% profitable, because we weren't paying the studios.”

“And we would never sell any idea or client unpackaged or naked to a studio ever, ever. So anything we did was pre-packaged where we controlled all the elements and our clients controlled their own destiny.”

“Or any of the 350 films that we packaged, Tootsie, Rain Man, go down a forever list, you had a choice. You'd, you'd buy the package, or we'd sell it to somebody else, because we viewed the studios as distribution entities.”

“It was really that transition whereby studios needed to move from say HD filming to four K and they didn't have enough compute. And so they chose yellow dog in order to be able to get that compute generally from the cloud.”