Andre Kenji de Sousa🇧🇷🌐

Not related to Dinesh. Open borders/Globalist. 🇧🇷 Tweets about Brazilian and International politics both in PT and in EN. Retweets ARE endorsements.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

The famous pinned tweet with all the political maps, now, trying to organize it: https://t.co/05WYhZv7N5

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

The thread with all the maps of the Brazilian Presidential Elections(2014-2018) by Region. First, North:
https://t.co/LKGT9Q22if

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper Yup. The cliche of Netflix as "utility" (Some guy was spouting that on Bloomberg TV this week) doesn't make any sense.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper @NateTidwell86 I've heard complaints about the production of sports events for Paramount outside the US, so, in theory (OK, Not that plausible) a combined company could use the TNT Sports infrastructure. For fans in the US, yes, nothing there, only services constrained by Pemex level debt.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper It's also probably the last World Cup where their PR will be able to post numbers, they won't have another opportunity

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@JordanOnBrand @TVGrimReaper I see Netflix as TV, but I think that if Netflix is not the utility nor the fabulous business that everyone thought then legacy TV is in a much worse position. Considerably worse.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper They are an international service (There are good reasons that they don't disclose subscriptions by country), they have good reasons to worry with Amazon Prime going after them in Latin America(Where they still lead but it's easy to spot vulnerabilities).

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper @gabriellegf001 YouTube paid tier is ad-free. Why pay Netflix to be flooded with ads?

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper Less time spent on service eventually means losing subscribers, specially considering the type of subscribers that they have, that favors quantity over quality.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@rinsana @greg_ip @RenMacLLC Fraga was an inflation hawk that kept VERY high interest rates while holding the same post as Walsh in Brazil.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper I don't know if they have good ideas to grow. Specially because they aren't an "utility", they are a large streaming service fragmented all over the world, and that has issues of their own. Both for sports, reality shows and scripted content.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper Precisely because they rely on a dying source of revenue that they need the best management that they can find. Such management would have to take difficult decisions, but they aren't not the people that Ellison's kid has been hiring.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper @HumanoidHistory The Brazilian example of CazeTV/Livemode on YouTube has shown that if you want "reach" then you'll be better served by YouTube than by antenna TV, even with Tubi/Roku/Whatever service with weird names that Lachlan overspends buying

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper @Lucas_Shaw I think that's why they wanted to buy WBD, to try to control the libraries that those free services rely on. They are in a tough spot, they relied on having relatively high margins while avoiding making big spending on content and sports.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@biancoresearch @james_j_otis @donnelly_brent People in Europe and LatAm were maybe more skeptical because we knew that if oil went to 150 then BYD and Geely would gain even more marketshare. The old line about the Stone Age not ending with the end of stones is true as ever.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@UshioTheOmega @TVGrimReaper No, they own Sky, it's much bigger than the Versant channels. Besides that, the idea that distribution is money losing but production, that's expensive, being a moneymaker is not true.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@screwgie @TVGrimReaper Jobs was a big fan of Akio Morita and Sony under his leadership and saw how disastrous the Columbia deal was for Sony. Sony is a big reason why pure tech companies aren't buying legacy studios.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper They don't have a lot of space to grow the number of subscribers, specially now, that Amazon is leveraging Prime to go after Mercado Libre in LatAm. And live sports is too complicated and expensive. It looks like they are hitting a wall.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper I think Disney buying Vice would make more sense than the Paramount-WBD deal. Even if it's a leveraged buyout and Ellison's kid can throw the bill to Daddy, WBD employees and the Qataris when things inevitably go wrong.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper This probably means that any merge between Fox and News Corp is unlikely to happen under Rupert and Lachlan, unless they want to have activist investors forcing them to stop subsidizing newspapers.

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@RossMcGivern @kpgamingz @TVGrimReaper 2030. I think that the issue for Paramount is that UEFA still cares about exposure and competing against ESPN and ABC in this department could get costly. https://t.co/Boikw1an6q

[Andre Kenji de Sousa🇧🇷🌐 @andkenbr]

@TVGrimReaper I think that the calculation for Disney is that ESPN can be used to leverage to increase the number of subscribers to Disney+ and then attract visitors to the parks. But I don't know if they are willing to have ESPN as a loss leader.