Companionship content is long-form content that can be consumed passively — allowing the consumer to be incompletely attentive, and providing a sense of relaxation, comfort, and community.

Interestingly, each individual “unit” of music is short-form (e.g. a 3-5 minute song), but how we consume it tends to be long-form and passive (i.e. via curated stations, lengthy playlists, or algorithms that adapt to our taste).

If you’re rewatching a show or movie, it’s likely to be companionship content. (Life-like conversational sitcoms can be consumed this way too.) As streaming matures, platforms are growing their passive-watch library.

content isn’t always prescriptively passive, rather it’s rooted in how consumers engage it.

That said, some content lends better to being companionship content: Long-form over short. Conversational over action. Simple plot versus complex.

Short-form video requires more attention & action in a few ways: Context switching, i.e. wrapping your head around a new piece of context every 30 seconds, especially if they’re on unrelated topics with different styles Judgment & decision-making, i.e. contemplating whether to keep watching or swipe to the next video effectively the entire time you’re watching a video Multi-sensory attention, i.e. default full-screen and requires visual and audio focus, especially since videos are so short that you can easily lose context Interactive components, e.g. liking, saving, bookmarking,

With how performative, edited, and algorithmically over-optimized it is, TikTok feels sub-human. TikTok has quickly become one of the most goal-seeking places on earth. I could easily describe TikTok as a global focus group for commercials. It’s the product personification of a means to an end, and the end is attention.

even TikTok creators are adapting the historically rigid format to appeal to more companionship-esque emotions and improve retention.

When we search for a YouTube video to watch, we often want the best companion for the next hour and not the most entertaining content.

While short-form content edits are meant to be spectacular and attention-grabbing, long-form content tends to be more subtle in its emotional journey Long-form engagement with any single character or narrative or genre lets you develop stronger understanding, affinity, and parasocial bonds Talk-based content (e.g. talk shows, podcasts, comedy, vlogs, life-like sitcoms) especially evokes a feeling of companionship and is less energy-draining The trends around loneliness and the acceleration of remote work has and will continue to make companionship content even more desirable As we move into new technology frontiers, we might unlock novel types of companionship content itself, but I’d expect this to take 5-10 years at least

TikTok is where you connect with an audience, YouTube is where you consolidate it.5 Long-form content also earns creators more, with YouTube a standout in revenue sharing.

YouTube paid out $16 billion to creators in 2022 (which is 55% of its annual $30 billion in revenue) and the other four social networks paid out about $1 billion each from their respective creator funds. In total, that yields $20 billion.”

Mr. Beast, YouTube’s top creator, says YouTube is now the final destination, not “traditional” hollywood stardom which is the dream of generations past. Creators also want to funnel audiences to apps & community platforms where they can own user relationships, rely less on algorithms, engage more directly and deeply with followers, and enable follower-to-follower engagement too

Interestingly of course, an increasing amount of short-form video, including formats like clips and edits, seems to be made from what originally was long-form content.8 And in return, these recycled short-form videos can drive tremendous traffic to long-form formats and platforms.

90% of people use a second screen while watching TV. We generally talk about “second screen” experiences in the context of multiple devices, but you can have complementary apps and content running on the same device — you can have the “second screen” on the same screen.

YouTube itself also cites a trend of people putting YouTube on their real TV screens: “There are more Americans gathering around the living room TV to watch YouTube than any other platform. Why? Put simply, people want choices and variety … It’s a one stop shop for video viewing. Think about something historically associated with linear TV: Sports. Now, with [our NFL partnership], people can not only watch the games, but watch post-game highlights and commentary in one place.”

If I were to build an on-demand streaming product or any kind of content product for that matter, I’d build for the companionship use case — not only because I think it has a higher ceiling of consumer attention, but also because it can support more authentic, natural, human engagement.

All the creators that are ‘made’ on TikTok are looking for a place to go to consolidate the attention they’ve amassed. TikTok is commercials. YouTube is TV. (Though yes, they’re both trying to become each other).

certainly AI and all the new creator tools enabled by it will help people mix and match and remix long and short formats all day, blurring the historically strict distinctions between them. It’ll take some time before we see a new physical product + content combo thrive, and meanwhile the iPhone and its comps will be competing hard to stay the default device.

The new default seems to be that we’re not lonely as long as we’re streaming. We can view this entirely in a negative light and talk about how much the internet and media is contributing to the loneliness epidemic. Or we could think about how to create media for good. Companionship content can be less the quick dopamine-hit-delivering clips and more of this, and perhaps even truly social.

Long-form wants to become the conversational third space for consumers too. The “comments” sections of TikTok, YouTube and all broadcast platforms are improving, but they still have a long way to go before they become even more community-oriented.

I’m not an “AI-head” but I am more curious about what it’s going to enable in long-form content than all the short-form clips it’s going to help generate and illustrate, etc.

The foreground tends to be utilities or low-cognitive / audio effort (text or silent video). Tiktok is a foreground app for now, YouTube is both (and I’d say trending towards being background).

There’s a fatal near-sightedness to the script: It may be possible to puzzle out the characters’ motivations in any given scene, but there’s no guarantee those motives will continue into the next one, and in fact they probably won’t. This lends the show an overall incoherence. There are sharp, funny, and even poignant moments, and it’s certainly beautifully shot, but it’s so impressed with the sheer abundance of its own ideas that it fails to commit to a genuine artistic perspective. Instead, it’s pure provocation. The show wants to shock viewers with its violent imagery and moral ambiguity, but provocation without perspective is just spectacle.

we have And Just Like That, a show whose first failure is its name. While the second season is currently dropping week by week without too much fanfare, the first season garnered almost as much attention as The Idol. Everyone was wondering how HBO could possibly reanimate the glittering albeit “problematic“ New York of Sex and the City in 2021, and they were right to wonder. The overly self-conscious reboot has been ridiculed mercilessly for trying to right the wrongs of the original series with a heavy hand—and at huge narrative costs: jammed-in “diversity” in the style of high-school science textbook covers, story lines that seem constructed solely to demonstrate the characters’ awareness of social issues. A friend recently described it to me as “Sesame Street for adults,” which made me laugh. (Of course I continue to watch.)

To describe the plot of And Just Like That would be impossible, because there are anywhere between six and 10 subplots happening at any given time. This is an almost poetic consequence of the creators trying to say too much—and please too many people—at once. A peek: Carrie’s husband has died (trauma plot), she’s navigating the world of podcasts (age plot) and pronouns (pride plot), grappling with her willingness to say vagina on air (sex plot), developing a friendship with Seema, her girlboss Indian real estate agent (new friend-of-color plot—each original cast member gets one), whose Birkin was just stolen (tough-on-crime plot?). This covers about 1% of it and leaves me with no time to introduce the other eight main characters. Whatever sense of curiosity and spirit propelled the original series is revived here only in rare glimpses. The rest is reheated Twitter discourse.

Both The Idol and And Just Like That are fueled by internet-sourced neuroticism. Each is overly focused on audience reception as it manifests online, only with different aims: one hopes to shock, the other to appease. These goals aren’t surprising—they merely demonstrate the inevitable result of mistaking a marketing strategy for an artistic one.