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Warner Bros Begins Exclusive Deal Talks With Netflix

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Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#11
post #9

All this deal making drama, thats been going in media for a while now hides the fact that Content Supply has vastly overshot Demand to levels that make no sense in any other industry. Cost of tools/production/distribution have all massively dropped over the last 2 decades. Needs a more sustainable story or oscillations and chaos are going to keep increasing.

> Content Supply has vastly overshot Demand

Content has never overshot demand.

I would drown myself in content if it were good and abundant. It's not. It's lackluster and middling.

Content is scarce because it is expensive to produce. The wrong people get put in charge of projects (or tastes/reception is hard to gauge, and experiences hard to engineer). We wind up with a lot of expensive garbage.

There is a dearth of sci fi and fantasy. A few dozen titles get created, and half of it is garbage. I have money to pay to watch something every night. It just doesn't exist and isn't good.

I'd pay to watch original content. Original ideas don't get funded because it's "too risky". Which is a consequence of the big budgets, massive personnel and time investments, etc.

I see a film every other year or so where I'm not questioning the character arcs, the pacing. Where I'm fully enveloped and transfixed. That doesn't happen frequently enough. Where every note is perfect. It's rare and fleeting, and that's sad.

We're in the Precambrian times. Great content is nigh non-existent. There's a whole lot of "acceptable" and "good enough". But rarely anything sublime that steals away your brain for the rest of the day, forcing you to ruminate.

I want to live in a world where content fits my preferences like a glove and is constantly surprising and delighting me. Unlimited intellectual stimulation and adventure. I know that pinnacle can be reached eventually, just not with our current limitations. This scarcity trough.

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#12
post #4

Wow if Netflix buys hbo there isn’t really anything more left in the market to compete with them. On the plus side users don’t have to worry about paying for multiple services.

It will be Netflix and Disney as the prominent players with Apple and Amazon representing the high end prestige TV and lowest common denominator content, respectively.

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#13
Could there be a worse news regarding where content production is headed? Netflix production is trash and all they care is about metrics like viewers who have watched at least x% of certain content. Cuz if they have, and they accumulate y minutes of viewing, they are unlikely to cancel. This is to the point that they are exclusively making dumbed-down content that can be good background noise while viewers scroll through Instagram feeds. They have little taste, or any motivation to bring good stories out.

HBO might not be perfect, but at least its development process still begins with the story and the enthusiasm of the showrunner.

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#14
post #9

All this deal making drama, thats been going in media for a while now hides the fact that Content Supply has vastly overshot Demand to levels that make no sense in any other industry. Cost of tools/production/distribution have all massively dropped over the last 2 decades. Needs a more sustainable story or oscillations and chaos are going to keep increasing.

And there will be more of it. Really of what value is HBO, if generative AI and video generation get better, and better, and better.

In 5 years, compute to AI generate video will be super cheap, both through algo being added to silicon for (C|G|T)PUs, and just general increase in compute. Every day, you'll likely see 1000s of TV series, movies, and shorts added to youtube, all with more complex, intriguing stories than the bottom 1/2 of HBO's mix. And the effects will pass or be on par.

I think this will do for movies and TV series, what the internet did to newspapers and magazines. There's really nothing left there, all the deep talent and investigation is pretty much gone.

There will probably be some real gems come out of this. Yet how will you actually find it, through all the "look at mine!" astroturfing and its kin on every site you visit?

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#15
post #8
post #6

Earlier quoted context omitted.

Except there's still Paramount, Disney and Hulu, and even if you get them all, there's no guarantee you can stream what you want to watch due to some bullshit regional distribution rights restrictions, which makes no sense in the digital era...

HBO is destination television - it's the taste that Netflix lacks and so desperately needs. WB and HBO together have the franchises that Netflix has been trying to build. DC, Harry Potter, Game of Thrones, Lord of the Rings (film + game rights - tv rights), West World, The Matrix, Mad Max, King Kong, all of Cartoon Network and Adult Swim. What does Paramount or Hulu have? It's a lot of fluff on the same or even lower…

Westworld... the show you can't watch on HBO anymore. Taste? Like what they just did to one of the best shows ever, Mad Men? HBO today (Or Max, or HBO Max, or whatever their branding of the day is) is not the HBO it was before David Zaslav got his hands on it.

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#16
post #11
post #9

All this deal making drama, thats been going in media for a while now hides the fact that Content Supply has vastly overshot Demand to levels that make no sense in any other industry. Cost of tools/production/distribution have all massively dropped over the last 2 decades. Needs a more sustainable story or oscillations and chaos are going to keep increasing.

> Content Supply has vastly overshot Demand Content has never overshot demand. I would drown myself in content if it were good and abundant. It's not. It's lackluster and middling. Content is scarce because it is expensive to produce. The wrong people get put in charge of projects (or tastes/reception is hard to gauge, and experiences hard to engineer). We wind up with a lot of expensive garbage. There is a dearth of…

I agree with the glove fit bit, while at the same time thinking that we're at the next level of siloed bubbles. All aspects of your world, tailored to how you already think, including TV series/movies/etc.

No new ideas.

(Not saying this is your intent, and yes I do indeed watch what I like. I am not immune to the very thing I worry about)

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#17
post #8
post #6

Earlier quoted context omitted.

Except there's still Paramount, Disney and Hulu, and even if you get them all, there's no guarantee you can stream what you want to watch due to some bullshit regional distribution rights restrictions, which makes no sense in the digital era...

HBO is destination television - it's the taste that Netflix lacks and so desperately needs. WB and HBO together have the franchises that Netflix has been trying to build. DC, Harry Potter, Game of Thrones, Lord of the Rings (film + game rights - tv rights), West World, The Matrix, Mad Max, King Kong, all of Cartoon Network and Adult Swim. What does Paramount or Hulu have? It's a lot of fluff on the same or even lower…

Netflix could have built many franchises by now but instead burns them all in season 1 or season 2 and makes slop on purpose (i.e. explain what you are doing while you are doing it for the people not watching directly, etc). They also just had the most successful franchise launch of all time -- Kpop demon hunters. The brand is apparently worth about 10 billion right now, and they bought the film and the rights from Sony for If they purchase HBO, I assume HBO will regress to the baseline that is Netflix content, not the other way around.

Re: Warner Bros Begins Exclusive Deal Talks With Netflix

#19
post #16
post #11

Earlier quoted context omitted.

> Content Supply has vastly overshot Demand Content has never overshot demand. I would drown myself in content if it were good and abundant. It's not. It's lackluster and middling. Content is scarce because it is expensive to produce. The wrong people get put in charge of projects (or tastes/reception is hard to gauge, and experiences hard to engineer). We wind up with a lot of expensive garbage. There is a dearth of…

I agree with the glove fit bit, while at the same time thinking that we're at the next level of siloed bubbles. All aspects of your world, tailored to how you already think, including TV series/movies/etc. No new ideas. (Not saying this is your intent, and yes I do indeed watch what I like. I am not immune to the very thing I worry about)

Don't get me wrong - I might have poorly communicated my intent.

I want to be catered to and subverted. I want to see things I'm comfortable with and things that make me question everything I know. Things that make me deeply uncomfortable. The full range of experiences.

I just want it to be great and hit the notes in ways that leave me in awe.

This does happen with current media, but it's exceedingly rare. It's a combination of great writing, fantastic direction, unusual stories, phenomenal acting. The mood, set dec and DP, the pacing and editing. Everything lining up in a stroke of brilliance.

And what's funny is that when it happens, people tend to disagree or have differing opinions about it. It's deeply personal.

You know when something speaks to you.

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