Email from Substack

Email from Substack

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Substack

Andrew A. Rosen and Dave Pell posted new notes

Andrew A. Rosen

New essay on opposite AI bets ➡️ EA going private ($55B) to pursue growth, efficiency, and consumer transformation with strong gaming relationships (265M users, daily habits that escape power laws), while Disney's OpenAI partnership can only deliver operational efficiency because weak DTC relationships (4% churn vs Netflix's 2%) mean AI…

Anyone get these updates? I’m no longer on X and I get no traffic from X, but I…

Andrew A. Rosen

New essay on Netflix's gaming retreat: Co-CEO Greg Peters sold gaming as the company's future, but now it is cutting games and selling studios. NYU Stern professor @SuperJoost Joost van Dreunen's research shows games with user-generated content generate 23% more revenue over five years and retain players 64-90% longer—yet Netflix's platform cannot offer…