Andrew Rosen

Andrew Rosen

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PARQOR/The Medium founder and analyst focused on OTT strategy, streamer economics, and competitive positioning.

NYT Trades Record Status for Games,
SocialMar 8, 2026

NYT Trades Record Status for Games,

The NYT have sacrificed being “the paper of record” and exchange for games, cooking and a great direct to consumer business

By Andrew Rosen
AI Apps Surge, Drama Shorts Eclipse Netflix Spending
SocialMar 6, 2026

AI Apps Surge, Drama Shorts Eclipse Netflix Spending

Last month @AppMagicRocks released its annual mobile market report. Three things stood out. AI apps like ChatGPT tripled their market to $3 billion. Mobile gaming barely grew at all, which explains why Netflix is getting out. And "Drama Slop" apps...

By Andrew Rosen
Ellisons Move First as AI Copyright Remains Uncertain
SocialMar 4, 2026

Ellisons Move First as AI Copyright Remains Uncertain

March 2nd, 2026 was a big day for AI and media. The Supreme Court refused to say whether AI can own a copyright. Paramount $PSKY told investors that merging its tech stack is priority number one in a $101 billion...

By Andrew Rosen
Legacy Media Mindset Doomed; Ellisons Get Digital Right
SocialMar 3, 2026

Legacy Media Mindset Doomed; Ellisons Get Digital Right

Consistently and without fail, the biggest mistake former TV and studio executives make is retrofitting legacy media economics into digital media models. The Ellisons aren’t building a legacy media conglomerate. They understand the tech and more importantly the new medium...

By Andrew Rosen
Deal Secures Beloved IP, Expands Monetization, Locks AI Control
SocialFeb 27, 2026

Deal Secures Beloved IP, Expands Monetization, Locks AI Control

The Paramount-Warner Bros. Discovery Bros. deal can be best understood through four objectives. 1. Buying IP that audiences already love — because nobody builds DC or Harry Potter from scratch. 2. Protecting valuable IP—after this deal closes, Netflix will lose "fat tail"...

By Andrew Rosen
Motion Capture Gives AI Stories Legal Copyright Protection
SocialFeb 24, 2026

Motion Capture Gives AI Stories Legal Copyright Protection

Pure AI-generated content has no clear copyright protection. Without that protection, an emerging generation of AI storytellers has no business model. Two creators—Kavan Cardoza aka @Kavanthekid and Josh Wallace Kerrigan aka @NeuralViz " —found a solution: photograph yourself, perform every character,...

By Andrew Rosen
AI Films Threaten Theatrical Distributors, Not Major Studios
SocialFeb 21, 2026

AI Films Threaten Theatrical Distributors, Not Major Studios

This would impact theatrical distributors more than big studios. All studios need to figure out is how to approve IP for distribution and take a share of revenue. Distribution model still looking two fiscal quarters ahead while these AI movies...

By Andrew Rosen
Disney's AI Cease‑and‑desist Misses Modding Reality
SocialFeb 16, 2026

Disney's AI Cease‑and‑desist Misses Modding Reality

Disney sent a cease-and-desist to #Seedance over AI clips of Brad Pitt vs Tom Cruise. They are treating this as a copyright problem. It is not. Gaming's modding economics are coming to video—and half-measures will not stop it. https://t.co/OyzvSOwB7d https://t.co/fgCZBrnrNV

By Andrew Rosen