We begin with an examination of Jason Kilar’s piece in the WSJ regarding the paid video streaming industry. After co-founding and leading Hulu, Kilar went on to lead WarnerMedia but was forced out when AT&T spun off WarnerMedia and combined it with Discovery. The discussion then turns to one problem that has become apparent with live sports programming impacting Apple and Google. We conclude with continuing developments in China impacting the tech sector.

Happy Thursday. Let's jump right into today's update.

Paid Video Streaming’s Future

Earlier this month, the WSJ published a series of year-in-reviews focused on various tech, business, and financial subjects. The articles were highlighted in today's print edition. One was written by Jason Kilar and dedicated to video streaming.

After co-founding and leading Hulu, Kilar went on to lead WarnerMedia but was forced out when AT&T spun off WarnerMedia and combined it with Discovery.

There continues to be varying opinions surrounding Kilar’s leadership style and broader views on the media space. My stance has tended to be more supportive than where consensus is found. Kilar’s decision to release all Warner Bros films in 2021 on HBO Max on the same day as in theaters, a decision partially driven by the pandemic, did not make him many friends.

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