Rich Greenfield, LightShed 🔦
@RichLightShed
Partner & TMT Analyst LightShed Partners, GP LightShed Ventures, Media Futurist & Co-Host: The LightShed Podcast. Sites/Social: https://linktr.ee/richlightshed
LightShed’s Top 17 TMT Predictions and Events to Watch for in 2025 @WaltLightShed @BrandoLightShed @RichLightShed @LightshedTMT lightshedtmt.com/2025/01/06/lig…
Stop worrying about YouTube hurting Netflix. Focus on Netflix, YouTube, and Prime Video eating what's left of linear TV. $NFLX $AMZN $GOOGL The LightShed Podcast, Ep. 271. With @BrandoLightShed and @WaltLightShed
LightShed was there 2 weeks ago with @Gbrulte for 3 days. :) lightshedtmt.com/2025/07/14/3-d…
$PARA leaning into tech 🚀
Sources: Oracle is in talks with Skydance for a $100M/year deal for Paramount to use Oracle's cloud software if the Skydance-Paramount merger goes through (Bloomberg) bloomberg.com/news/articles/… techmeme.com/250721/p26#a25…
A Murdoch empire unwind would be more challenging without Trump’s support. $FOXA $NWSA The LightShed Podcast Ep. 271. With @WaltLightShed and @BrandoLightShed
"The company [@OpenAI] pays a lot of attention to twitter [@X] -- interesting observation from @calvinfo, a former OpenAI employee calv.info/openai-reflect…
Peak Verizon FIOS video subs: 5.3 million in 2013 Today: 2.6 mm Should be obvious why Colbert was cancelled #RipLinearTV
RIP Linear TV as Predicted by Netflix in 2013 lightshedtmt.com/2025/07/18/rip…
Check out out latest Driver-Out Autonomous Car ride. This time with Avride in Austin. youtu.be/5B-hBn06yLY?si…
EVERY TV Show That Cannot Generate Ads > Cost Needs to be Cancelled The Late Show Should with Steven Colbert Should Have Been Cancelled Years Ago lightshedtmt.com/2025/07/18/rip…
RIP Linear TV as Predicted by Netflix in 2013 lightshedtmt.com/2025/07/18/rip…
⚡️ Refreshing Honesty from Netflix on Engagement ⚡️ $NFLX It was refreshing to hear @Netflix talk honestly about their engagement stagnation, most notably in the US... lightshedtmt.com/lightning/refr…
New commentary fresh from $NFLX's earnings call Lightshed Partners' Rich Greenfield weighs in on the streaming giant's report, its content plans, and where the stock can go into the end of the year cnb.cx/3GROAwH
Taking @netflix $NFLX shortly on @CNBCFastMoney with host @MelissaLeeCNBC
Ten Questions for Netflix’s Q2 2025 Earnings Tomorrow $NFLX @netflix lightshedtmt.com/2025/07/16/ten…
RIP A Hollywood Legend -- loved debating the future of media with Skip
Sad news: Skip Brittenham, one of the best Hollywood talent lawyers ever (Harrison Ford, Eddie Murphy, tons of M&A deals), died today at 83.
Bold move by Eric Shanks $FOXA @FOXSports
EXCLUSIVE: Fox Sports is nearing an expansive deal with Barstool Sports founder Dave Portnoy that would include him appearing on Big Noon Kickoff, sources told FOS. The deal would also involve Barstool content being featured on FS1. Story by @sportsrapport ⬇️
Ten Questions for Netflix’s Q2 2025 Earnings Tomorrow $NFLX @netflix lightshedtmt.com/2025/07/16/ten…
Snap’s future will be driven by Spectacles’ 2026 success or failure. $SNAP The LightShed Podcast, Ep. 270. With @WaltLightShed and @BrandoLightShed
🔥 Your autonomy must-read to start the week @Tesla @Waymo @Uber 👇👇👇
3 Days. 1 City. Zero Drivers. LightShed's Austin Robotaxi Report lightshedtmt.com/2025/07/14/3-d…