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Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23

The Exchange

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The Impact of the Passport Sharing Lockdown on Video Games

Alex Kurtz: We've moved to an attention economy. User generated content, which is low cost, is really taking a lot of attention from younger demos. And so I do think that all of the economics of these streaming companies are compromised by these new areas of attention grabbing into talk to mind. Netflix has done so well because they added advertising and now with this passport sharing lockdown, both of those have said they're going to be cash flow positive.

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