This analysis about Hollywood, the impact of the strikes and the its relevance in a globalized content landscape holds up pretty well I think

www.caixinglobal.com/2025-11-15/w...

Chinese micro-drama industry is creating job opportunities for Western acting talent -- the cost of content production in China is incredibly cheap and they want to export

This is actually where Hollywood studios should be leaning in -- Western cultural context is their strength!

This has been obvious for years -- it's just that the commentary about culture is dominated by a different age group than the consumption and creation of culture today

Trenchant TikTok commentators... are on TikTok! They don't write articles or books!

bsky.app/profile/nosu...

'Popular content / popular culture' is downstream of technology and internet culture now -- what gets made is based on what can grab attention

The half-life of content is collapsing hence any meaningful conversation about 'cultural impact' is automatically dated

If he thinks it’s such a good business he should go start one — America is good at directing capital to industries making windfalls

‘Rewatchables’ episodes are often longer than the actual movies and likely have a bigger current cultural footprint than the underlying media

I consumed 4x as much content about Top Gun: Maverick vs the length of the film

Mass media and culture exists on TikTok. It may not be your aesthetic preference, but the median viral YouTube video gets more views than the median Best Picture nominee

The half life of content has shrunk dramatically

But they doesn’t mean ‘culture’ is stuck - it has changed and it just moves faster

Also, one needs only to Beijing or Shanghai to see that ‘architectural ambition’ is not dead — it’s just that rates of turnover in highly developed cities (NYC) are lower than when they were rapidly developing

It's simply too much to ask people to come back week after week to (slowly) spend time with 1 character who is intentionally portrayed as at best 'difficult and complicated' and at worst completely unlikeable and unrelatable

You can do that, but then everything else needs to have urgency

Average Japanese seller is tiny vs other developed markets

Non-cash gains on private company stakes accounted for 7% of SPX earnings last quarter

To be fair, Capex forecasts have been wildly behind actuals for some time now so everyone is only looking at upside cases vs downside cases

I love that we are no doing Capex forecasts based on macroeconomic variables and a call to historical buildout bubbles

The market is operating in a meta-mode

To be fair, the numbers are so mindbogglingly large, that there only conceptual frameworks apply anymore