An Interview with Robert Fishman About the Current State of Hollywood
Analyst breaks down Netflix, Disney, and Amazon's strategies in exclusive $150/year subscription interview.
Stratechery, the influential tech and media analysis platform run by Ben Thompson, has released a subscriber-only interview with Robert Fishman, a senior analyst at MoffettNathanson. The discussion provides a detailed examination of the major forces reshaping Hollywood, with specific analysis of Netflix's content strategy, Paramount's challenges, YouTube's growing dominance, Disney's streaming pivot, and Amazon's entertainment ambitions. This content is gated behind Stratechery's 'Plus' subscription tier, which costs $15 per month or $150 annually.
The interview is delivered as an episode of 'Dithering,' a twice-weekly 15-minute podcast co-hosted by Thompson and John Gruber. The 'Plus' subscription unlocks this and other exclusive content, including the full 'Stratechery Interviews' series with CEOs and founders, the 'Sharp Tech' and 'Sharp China' podcasts for geopolitical tech analysis, and 'Asianometry' for deep dives into Asian tech markets. The platform emphasizes single-user subscriptions, with team plans available separately, positioning itself as a premium, analyst-grade newsletter alternative.
- Exclusive interview with MoffettNathanson analyst Robert Fishman analyzing Netflix, Disney, Amazon, YouTube, and Paramount.
- Content is locked behind a Stratechery Plus paywall at $15/month or $150/year, targeting professional subscribers.
- Interview is part of the 'Dithering' podcast and full Plus suite includes 6 other analyst podcasts and written updates.
Why It Matters
Offers strategic, paid insights into the multi-billion dollar streaming wars for investors and media professionals.