Rameez

New website 💅 In honor of our amazing new look, here are 5 of my favorite recent Antenna insights 🧵👇... ... and, by the way, we have some massive new product launches coming up in 2025, so be sure to check back for new product pages soon 👀 .

Anyone who has / does use an exec coach really put ChatGPT through its paces as a coach / therapist and find it is 2-10x more effective than the human version? I've heard this from professional and cycling coaches alike: "but you can't beat the personalized human touch" — but,…

There are two data points in today's media landscape that are fundamentally at odds with one another — and if history is a guide, there's only one way this will end. DATAPOINT #1: Streaming usage finally eclipsed linear (cable + broadcast) for the first time in May 2025, per…

most important framework for AI as it relates to the media over the next 10 years. the 🐐 did it again.

Headline should read "after years of being thought of as second-class citizens, top creators earn basically the same as top hollywood stars". I'm getting old enough in my career to see the full arc from the start of the revolution to the revolutionaries becoming the incumbents.…

Great piece from @Lucas_Shaw at Bloomberg. A couple that are important ahead of Netflix's earnings tomorrow: 1) PASSWORD SHARING: The benefit from Netflix’s crackdown on password sharing has dissipated, according to new data from @AntennaData. Its growth in the US has slowed by…

"bUt iM nOt TeChNiCaL." The days when I could use that as an excuse are over. I just spent a full day on Cursor and had yet another “a ha” moment. Was able to code a working web app end to end in just a day. THE IDEA: What if the world’s smartest researchers could create…

working on mediocre things is a disrespect to life. being risk averse is a disrespect to life. waking up and doing things that are not your life’s work is a disrespect to life. not taking a swing at pursuing the biggest opportunity in front of your eyes is a disrespect to life

Third-party distribution has become a significant part of the growth story for streaming video, particularly “channels” environments. Antenna estimates that 1 in 3 new streaming subscriptions in Q1'25 came through these stores—a sharp increase from just two years prior. (1/4)

imagine having delusions of grandeur that you were enacting some grand consumer protection for your feckless population and instead breaking the entire internet until people made the choice between "accept all cookies" and "only the essential ones please"

capitalism is empirically the best system created to date on almost any KPI. but there’s one key fact mr. piketty taught us over a decade ago: r>g capital (r) grows faster than wages (g). that means that those who own capital (stocks, homes, businesses) will continue to get…

2025: wow, I can't get the entire team to read a 500 word email, but I've heard repetition is key so I will send the same thing each week for the next month. 1998: please read this 1,000 page tome by EOM or you're fired.

OK let's get serious about "the great rebundling". I've read umpteen takes about how rebundling is coming, predicting how it will happen, and poking fun at the fact that we ever unbundled in the first places. But, frankly, the rebundling has – in large part – already happened.…

I find that almost every problem can be tackled with one of two mental models. The key is figuring out which one is appropriate to solve your problem at hand: THE BARBELL and THE GOLDILOCKS. 🏋️‍♂️ The Barbell Strategy This model embraces the extremes. Avoid the middle. Concentrate…

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