Julia Alexander
speaker
609 appearances
3 recordings
3 series
first heard Nov 2025
last heard 11 Jun
Julia Alexander’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.
Appearances
And it wasn't a concern until, as you just perfectly outlined, the ad dollars were going across all these same platforms.
It used to be that Netflix or even back in the day, Disney and CBS and whatever it might be had one level of ad spend.
And then there was, you know, search ad spend, right?
And there was like social video before we called it that ad spending YouTube video and whatever it was.
And now all of these companies have started to realize that where the real money is going to be over the next few years outside of the mobile social space and kind of the e-shopping space happening inside these different apps is on connected TV sets.
We're spending more time with our connected TV sets.
And so the amount of dollars that is left over from linear as they move over to CTV is very, very, very high.
It's why the Nielsen gauge has become this big problem in Hollywood, because YouTube can use it to say, we want these bigger
TV brand or ad deals and we can work with our creators on that and the brands on it with the podcasts because those are playing out on TV living room sets, all that stuff.
It's what's encouraging Adam Mosseri to say let's be on TV sets and it's also what's concerning the Netflixes and the Paramounts and the WBDs of the world because if they can't rely on that guaranteed
collection of revenue going to their services because now you've got these big disruptors coming in.
And they have to find out ways to either lean into the lower quality content that people seem to want.
And that's not to diss many YouTubers.
I'm saying it's just on average how they think of it.
Or go the other way and be super high premium content.
So kind of going back to what we started this conversation on, why does Netflix want WBD at the same time they want podcasts?
They don't know the answer.
They don't know.
They don't know if the idea is to go $50 a month in 10 years and have the best quality stuff in the world, and that's the differentiator in a world of AI slop, or if they should have more podcasts and more UGC videos in order to kind of glean onto that audience.
And so I think
Showing 481–500 of 609 · page 25 of 31
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