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Of course, because publishers hope that you click on their links, click on their sites, and then they can make money through subscriptions, or ads, or whatever. Danny, I'll start with you because you wrote about Google working on this gen AI search. What are publishers supposed to do about ChatGPT like gen AI that summarizes answers? Daniel Konstantinovic:. Oh, that's a tough question.

It's the same thing over and over again, it lends itself very well to subscription and or replenishment type items. Basics, not a lot of thought goes into it. I'm not talking about the ancillary things like the toys but least the heavy things. So, it makes sense that people started doing it during the pandemic they didn't have choice and have opted to stay into that.

So Game Pass is an interesting and complicated service to talk about because of Microsoft holds things like subscription numbers really close to the chest, and there's a lot of speculation about how much they are paying individual developers to have their games hosted on the subscription service versus how much that developer might make in sales if they weren't to just be available on the streaming service

Panera's done this type of coffee subscription too, right? Suzy Davidkhanian:. Yeah. I feel like once someone starts, then everybody else starts. I think probably the newer innovation in that quick service and subscription sort of loyalty, but back to our original conversation, where is it just a subscription program versus a loyalty play? P.F.

Fans are left juggling multiple subscription services just to follow their favorite teams and if they want to watch prime time games, they might need to get another service as well. So what originally happened was that digital TV and streaming platforms promise a cheaper alternative to consumers. However, now we're finding fans need more and more subscriptions to watch their everyday team.

On today's episode, we discuss what to make of a seventh consecutive US monthly ad market decline, how ad prices look compared to before the pandemic, and what we expect ad spending in Q2 to look like. "In Other News," we talk about an initiative aimed at reducing barriers to buying ad inventory and sponsorships for women's sports, as well as how many Americans still have cable—and for how long. Tune in to the discussion with our analyst Paul Verna.