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What's going on there is if you have a subscription to Netflix, you're paying $15.50 for the standard plan, you can share within your household, within your physical location, within that building. But if you want to have someone outside of your household use your account, you have to pay $8 per person.

So, October 31st, Ina Fried of Axios writing that the addition of an ad-free search engine to ChatGPT will likely further shake up a search industry that has already seen the ground shift with the rise of gen AI.

So why not go beyond streaming on demand and do go over the top. Marcus Johnson (17:40):. Blake's willing to torpedo the company for the sake of a good idea. Blake Droesch (17:45):. I think it's a data play going to, how's the bottom line going to pan out? I don't know. I'll have my accountant look into it. It's CEO, not CFO. Right? Marcus Johnson (17:59):. I know.

But yeah, I think Comcast has done, they have had a deal with Netflix in the past where you could subscribe to Netflix through your cable TV subscription.

Back in the 80s, a lot of those stations were ad free and positioned as ad free, and that cable was going to be pay television that was different than broadcast. And then 10 years later, they all had ads except HBO and Showtime and Cinemax, and cable looked a lot like broadcast. Max Willens:.

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.

The amount of ad inventory that's going to be available in a few years because as everything shifts to streaming, you're just going to have less inventory because ad loads are lighter in streaming and a lot of viewers, especially on Netflix, prefer the ad free option.

They have a scaled subscription business and fundamentally they can incredibly make the argument that the information that they sit on is worth paying for. It is there's no reason for them to sort of allow the wall between that information and non-paying customers to get more permeable.

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.

This chart here showing that when asked how much American voters trusted different types of media for political information, trusted it somewhat was the answer, most, 77%, said newspapers, print or online, then radio 76%, and then subscription streaming video 72%, which was actually ahead slightly, but still ahead of broadcast and cable TV. Now, to Max's point, you got to know it's there.

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.