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Daniel’s Substack

Daniel Hettwer

My personal Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues62Founded2 years agoLast Issue7 days ago
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Latest Issues

AI’s Boom Could Squeeze the Experience Economy

Hi friends,

There is a compelling argument that AI will be good for real-world entertainment.

As digital content becomes cheaper to produce and harder to distinguish from something synthetic, being somewhere starts to carry more weight. A...

7 days ago
1

Paramount’s Next Regulator Is the Bond Market

Hi friends,

Back in December, I called the Ellisons the smartest players in the battle for Warner Bros. Discovery (see here Entertainment's Smartest Player). By March, I had added a pretty important caveat: they hadn’t won yet (see here Pa...

14 days ago
1

Moviegoing Is Back, But Boring Isn’t

After years of closures, declining attendance and predictions that streaming would kill the movie theater, the numbers suddenly look remarkably healthy.

The 2026 domestic summer box office reached approximately $4.76 billion, narrowly surp...

21 days ago

Fandom Has More Than One Front Door

Hi friends,

In 2006, Germany hosted the FIFA World Cup. I was living there at the time and, despite being German, had very little interest in soccer. I watched the occasional game, knew the big names, but I definitely wasn’t what anyone wo...

a month ago
1

The Streaming Wars Are Over. The Platform War Is Just Beginning.

Hi friends,

I ended my last newsletter arguing that even the version of Netflix I had spent several weeks constructing, more IP ownership, independent studios, third-party services and a broader entertainment platform, might not be enough....

a month ago
1

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