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Netflix is bringing video content from dozens of digital media brands like BuzzFeed, Condé Nast, and Hearst onto its platform, marking a direct challenge to YouTube in the battle for user viewing time.

Disney is considering a free ad-supported tier for Disney+, challenging YouTube and Tubi. A deep dive into the business logic, risks, and industry implications.

Instagram is building a TV app with long-form video, episodic series, and live streaming to challenge Netflix. Deep analysis of its living room strategy and industry impact.