Group 1 - Apple's CEO Tim Cook emphasized that the company is fundamentally a "tool maker" and that Apple TV+ is not merely a marketing tool for iPhones, but aims to tell great stories while becoming a profitable business [1][2] - Cook stated that the intention behind Apple TV+ is to tell good stories and create a successful business, rather than solely driving hardware sales [2] - Apple TV+ was launched in 2019 as a global streaming subscription platform, while Apple Original Films is responsible for film production and distribution [2] Group 2 - Apple TV+ and Apple Original Films are closely linked, with most films branded as "Apple Original Films" eventually landing on Apple TV+, and most self-produced content for Apple TV+ being developed by Apple Original Films [3] - The upcoming film "F1: Drive to Survive," starring Brad Pitt, is a major collaboration between Apple Original Films and Warner Bros, set to premiere in theaters before being exclusively available on Apple TV+ [3] - Reports indicate that Apple TV+ has nearly 45 million paid subscribers but incurs annual losses of approximately $1 billion [3]

2025.06. 11 迪士尼将在其 "归属于非控股权益的净收入" 中记录这笔4.387亿美元的付款，这一操作将直接减少 其第三财季利润表中 "归属于迪士尼的净收入"。 不过，迪士尼也明确表示， 预计这不会影响公司 此前对2025财年调整后收益的指引。 美国当地时间5月7日晚间，华特迪士尼公司公布2025财年第二季度财报。财报显示，迪士尼在 2025财年第二季度实现收入236亿美元，同比增长7%，调整后每股收益1.45美元，均超预期。 核心业务表现亮眼：Disney+和Hulu订阅用户数增至1.78亿，推动流媒体业务收入增长；尽管美国 本土业务受飓风影响，主题公园国际业务收入同比上涨28%；ESPN广告收入同比增长15%，助力 体育业务表现稳健。同时，公司预计全财年调整后每股收益为5.75美元，高于市场预期的5.44美 元，显示其业务表现强劲及未来增长信心。 爱企查App显示，迪士尼中国关联公司华特迪士尼（中国）有限公司成立于2004年12月，法定代表 人为MING ZHANG，注册资本1000万美元，经营范围包括影视作品、舞台剧策划及咨询、文学艺 术创作、音乐创作等。股东信息显示，该公司由DISNEY EN ...

Core Viewpoint - Disney's acquisition of Hulu for an additional $438.7 million marks a significant shift in the global streaming landscape, allowing Disney to gain full control over Hulu and enhance its competitive position in the streaming market [1][6]. Group 1: Acquisition Details - Disney announced the agreement to pay $438.7 million to Comcast's NBCUniversal to complete the acquisition of Hulu, with the transaction expected to close by July 24 [1]. - The acquisition process began in 2019 when Disney and Comcast reached a preliminary agreement regarding Hulu's minimum guaranteed value, which was set at $27.5 billion [2]. - Disney's initial payment of $8.6 billion for a 33% stake in Hulu reflected the platform's valuation, but disputes over valuation arose during the assessment process, leading to a prolonged negotiation [2]. Group 2: Strategic Implications - Disney's CEO Bob Iger expressed confidence that full control of Hulu would facilitate deeper integration with Disney's streaming services, including Disney+ and ESPN, enhancing competitive strength [3]. - The acquisition is expected to optimize resource allocation and create synergies across content, technology, and operations, solidifying Disney's position in the streaming sector [3]. Group 3: User Metrics - As of March 29, Hulu had over 50 million subscribers, contributing to Disney's total streaming subscriber base of 180.7 million, with Disney+ alone accounting for 126 million subscribers [4]. - Hulu's subscriber growth of 1.3 million in the first quarter, representing a 3% increase, further underscores the platform's strong market presence [4]. Group 4: Financial Impact - Disney will record the $438.7 million payment in its net income attributable to non-controlling interests, which will directly reduce its net income for the third fiscal quarter [5]. - Comcast views Hulu as a successful venture that generated nearly $10 billion in revenue, although it is shifting focus to its own streaming service, Peacock [5]. Group 5: Industry Impact - The acquisition is poised to reshape the global streaming industry, potentially prompting strategic adjustments from competitors and intensifying market competition [6][7]. - Disney's move may serve as a model for future mergers and acquisitions in the streaming sector, driving the industry towards greater consolidation and scale [6][7].

Group 1 - Disney agreed to pay Comcast $4.387 billion to acquire its 33% stake in Hulu, concluding a multi-year evaluation process [1] - In 2023, Disney announced plans to acquire Comcast's Hulu stake, having previously paid $8.6 billion, reflecting a guaranteed minimum value of Hulu at $27.5 billion [1] - The acquisition process involved evaluations from both Disney and Comcast's NBCUniversal, with differing valuations leading to the involvement of a third evaluator [1] Group 2 - Disney CEO Bob Iger expressed satisfaction with the resolution, indicating that the acquisition would facilitate deeper integration of Hulu and Disney+ content [2] - Disney has begun integrating Hulu with its existing services, which are bundled with ESPN+ [2] - Hulu has over 50 million subscribers as of March 29, while Disney's total streaming subscribers reached 180.7 million, primarily from Disney+ [2]

独立摄像头是800万像素的，"片源"清晰。 LCD屏幕也是高清的，分辨率和我们中控屏一样， PPI达到了212。 刷新帧率也达到了50帧每秒。 第二：视场角特别大， 120度，其他70度 80度的摄像头能看到3车道的时候，这块后视镜可以看到5车道，几乎没有视野盲区了。 而且120°视野 角与人眼的主要视野一致，就跟最好的FPS游戏也必须采用120°一样，当人眼的视线在内后视镜和车风挡前方 道路切换，不会造成人眼的不适应。 第三：防眩目，防反光。 双重防眩目，摄像头防曝光，LCD 屏幕防眩目。 同时屏幕还专门做了防反光的设计，避免把车内的场景反光到LCD屏幕上。 但其 实，我们也不是一开始就是做出了这么一个流媒体后视镜的，中间也经历了无数的波折。有不少小故事，好 的产品其实并不是一蹴而就。 最开始,第一个问题是，到底要不要给L9单独做一块流媒体后视镜？ 由于21寸屏幕的引入，当二排观影的时候，屏幕放下，物理后视镜就被全部遮挡了。 这个是真实的场 景，但是，到底要不要为此而就单独来做一块流媒体后视镜呢？因为毕竟要背很高的成本，到底有没有足够 的用户价值？ 这里面其实是有很多不同意见的，很抱歉，我当时属于智能焕新版 ...

Core Viewpoint - The lawsuit filed by Disney against YouTube over the poaching of executive Justin Connolly highlights the intense competition between traditional media giants and new media platforms in the streaming era, focusing on content, users, and market dominance [1][2]. Group 1: Lawsuit Details - Justin Connolly, a veteran with over 20 years at Disney, was responsible for distributing Disney's content to third-party platforms, including YouTube TV [2]. - Disney claims that Connolly signed a new employment agreement on November 6, which is valid until December 31, 2027, and includes a non-compete clause [4]. - The lawsuit alleges that YouTube knowingly offered Connolly a position despite his existing contract with Disney, which could severely harm Disney's business interests [4][5]. Group 2: Legal Context - California's Business and Professions Code Section 16600 renders most non-compete agreements unenforceable, allowing for greater talent mobility and innovation in the tech sector [5]. - The Federal Trade Commission (FTC) has proposed national non-compete bans, but California's laws are already stricter, not allowing exceptions for high-level executives [5]. Group 3: Industry Dynamics - YouTube has emerged as a significant player in the entertainment industry, with a 12% share of U.S. television viewership as of March, surpassing other streaming services like Netflix [8]. - YouTube's estimated revenue for the previous year was $54.2 billion, making it the second-largest media company after Disney [8]. - The competition has shifted from content creation to content distribution and user engagement, with YouTube's user-generated content (UGC) model providing a unique advantage over traditional platforms [10][11]. Group 4: Strategic Implications - YouTube's strategy includes expanding its sports content offerings, which are highly sought after in the streaming wars, and Connolly's expertise could enhance YouTube's negotiations with Disney/ESPN [14]. - The trend of executives moving from traditional media companies to tech-driven platforms like YouTube reflects a broader shift in the industry, where channel platforms are gaining an edge over traditional content creators [15].

本播客由扣子空间（coze.cn）一键生成 整理｜冬梅、核子可乐 2024 年，全球录制音乐市场迎来里程碑时刻，总收入飙升至 296 亿美元。其中，流媒体经济贡献突 出，年收入首次突破 200 亿美元大关。然而，这一蓬勃发展的领域，却因 AI 技术的火爆成为了犯罪 分子眼中的 "肥肉"，利用 AI 技术进行的流媒体欺诈问题日益严峻。 利用 AI 诈骗流量，获利千万美元 近日，《连线》报道的一起涉嫌利用 AI 欺诈的案件引发热议。 在这起涉及 AI 生成音乐的开创性刑事案件中，一名 52 岁的北卡罗来纳州男子被控利用 AI 创作虚假 歌曲，并在 Amazon Music、苹果音乐、Spotify 及 YouTube Music 等音乐平台上进行欺诈性传播以 获取非法版税。 从起诉书来看，利用这些自动账户外加虚拟专用网络（VPN）模拟不同地理位置，被告人恶意操纵 流媒体数据，造成了全球用户都在收听他歌曲的假象。 Smith 承认， 他每天可以产生约 66 万 1440 次流媒体播放，每年版税收入超过 120 万美元 。为了 避免被平台管理员发现，他还将刻意将流量分摊到大量曲目当中。 为了进一步增加利润，Smith ...

Core Viewpoint - The article discusses the systematic transformation of mainstream media as a significant reform task outlined in the 20th Central Committee's third plenary session, emphasizing the need for innovation and adaptation in the face of digital and market challenges [2][7]. Group 1: Systematic Transformation - The transformation of mainstream media is not merely about updating equipment but involves a fundamental awakening of thought and strategic confidence [4]. - Various mainstream media organizations are adopting new technologies to drive digital transformation, such as establishing technology companies and developing AI platforms [3][5]. - The Shenzhen media groups have proposed seven major reforms to enhance content production, media dissemination, and evaluation mechanisms, aiming to align with the city's mission and modernize their media operations [5][6]. Group 2: New Media Dynamics - The emergence of new media formats, such as drone technology, is creating new business models that integrate quality content, advanced technology, and emerging industries [3]. - The concept of "everyone is a media" reflects a shift towards respecting facts and truth in content creation, moving beyond mere entertainment to engage with serious topics [4]. - A new evaluation system focusing on high quality, positive energy, and large audience engagement is being developed to support media transformation [6]. Group 3: Cultural and Strategic Implications - The Deputy Minister of the Publicity Department emphasized the importance of implementing Xi Jinping's cultural thoughts and the need for media to act as reform practitioners and innovators [7]. - The commitment to systematic transformation is seen as essential for mainstream media to play a significant role in building a culturally strong nation [7].

5月26日下午，在2025文化强国建设高峰论坛上，湖南广播影视集团（湖南广播电视台）党委书记、董 事长、台长、总编辑龚政文以《系统性变革：主流媒体的突围之道》为题作了发言。 龚政文认为，《黑神话悟空》《哪吒》、DeepSeek掀起的全球风潮表明，中国正在开启"软实力+硬科 技"的文化强国新时代。主流媒体担负着塑造主流舆论、传播先进文化的重要使命，是文化强国不可或 缺的力量。面对网络化、数字化、智能化和市场环境的冲击，传统媒体必须进行系统性变革和整体性重 塑，这既是党中央的期待与要求，也是主流媒体自身生存与发展的必然选择。 四是内容变革。优质内容永远是主流媒体的核心竞争力。当前极为重要的是如何打通PGC、UGC和 AIGC，既发挥机构媒体的专业优势，又吸纳大众创作者的优质内容，还用好人工智能的自动化生成能 力。 五是技术变革。应该以"文化+科技"双前锋重构发展基因，在重视创意人才的同时，加强算法工程师等 新技术人才的引进与培育，让科技从侧翼到中锋、从幕后到前台、从支撑到引领；打造主流媒体数智新 基座，加强新技术与新质内容、新创平台、新型业态等各方面的融合。 六是传播变革。制订一揽子支持文化出海的政策，打造兼具国 ...

HBO became HBO Max became Max. Now, it will be HBO Max once more.Warner Bros. Discovery is renaming its streaming platform again starting this summer, restoring a name it ditched just two years ago. The company announced the rebranding Wednesday during its upfront presentation in New York.The change comes as Warner Bros. Discovery seeks to scale back its volume of content and focus on quality programming and storytelling."The powerful growth we have seen in our global streaming service is built around the q ...