Gavin Baker

speaker

2,717 appearances 14 recordings 4 series first heard Dec 2024 last heard 26 Jun

Gavin Baker’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 6.

Appearances

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TBPN · Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN · 16 Jun 2026 podcast

Roku is down...

point two percent, something like that.

And the market doesn't like it.

Take him has a take here.

We can read through his opinion.

He says, I don't understand how this Roku deals makes any sense.

Bringing together the most valuable live.

How does it make sense?

I wonder how windowing fits into this.

When I grew up, I didn't have cable, but you would get a prestige movie played on ABC once a week, and for a while, that was the flow on Netflix.

HBO was its own premium subscription, you could open up the HBO app, it's all premium series and movies.

And then some of that would trickle down, but then it feels like the ecosystem sort of branched a little bit, where Netflix stopped getting the James Cameron library for a while,

and Disney started hoovering up some of that, keeping some of the really popular movies, the Marvel franchise, off of Netflix, even for later run, a year or two after, because there was more competition from the actual different pieces of the different studios.

So I wonder if Roku will be able to provide some sort of neutral territory in some ways,

where viewers can pick up something that's in the premium end, something that's a sequel to a franchise that they know and love, but it's not seen as as competitive as Disney versus HBO or whatever.

Tyler Cowen shared some more thoughts on the recent mythos, brouhaha.

It's a good term.

This was all over.

We talked about this earlier, but he says, according to not yet confirmed but likely true reports, it was shown that the model could be jailbroken.

There's debate over this now.

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