What we have now is a profusion of well-cast, sleekly produced competence. We have tasteful remakes of familiar titles. We have the evidence of healthy budgets spent on impressive locations. We have good-enough new shows that resemble great old ones.

Put these two forces together — a rising level of talent and production competence on the one hand, the pressure to deliver versions of something viewers already like on the other hand — and what do you get? You get a whole lot of Mid.

MID IS NOT the mediocre TV of the past. It’s more upscale. It is the aesthetic equivalent of an Airbnb “modern farmhouse” renovation, or the identical hipster cafe found in medium-sized cities all over the planet. It’s nice! The furniture is tasteful, they’re playing Khruangbin on the speakers, the shade-grown coffee is an improvement on the steaming mug of motor oil you’d have settled for a few decades ago.

Mid is fine, though. It’s good enough.

Mid TV, on the other hand, almost can’t be bad for some of the same reasons that keep it from being great. It’s often an echo of the last generation of breakthrough TV (so the highs and lows of “Game of Thrones” are succeeded by the faithful adequacy of “House of the Dragon”).

As more people drop cable TV for streaming, their incentives change. With cable you bought a package of channels, many of which you would never watch, but any of which you might.

So where HBO used to boast that it was “not TV,” modern streamers send the message, “We’ll give you a whole lot of TV.” It can seem like their chief goal is less to produce standout shows than to produce a lot of good-looking thumbnails.

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).

A Pivot To Video tends to arrive in stages, with each stage being more expensive and producing less interesting content as things progress. Usually it goes like this: The experimentation phase, the factory phase, and the bloat phase. A great editor I worked for during the second Pivot To Video, roughly 2013-2017, who, herself worked through the first, roughly 2003-2007, described it as a massive waste of resources that wastes more resources as it becomes clearer to everyone not directly involved how much of a waste of resources it is.

It’s a fundamental issue with video as a medium that online platforms haven’t fixed and, I suspect, never will because it makes user-generated content platforms feel more professional and consistent. Like TV. The cost to produce video content always balloons as you add more people, more tools, more structure to the workflow, pushing out smaller creators and teams. And even with the pandemic lowering the barrier of entry for making video online considerably, it’s still happening again. We’re in the bloat phase now.

MrBeast, the platform’s biggest star, is spending between $3-$5 million per video right now, up from around $200,000 a video just a few years ago. To put that absolutely outrageous number in perspective, a MrBeast video is roughly the same cost per video as any episode from the first five seasons of Game Of Thrones.

Guides last year were saying you had to capture viewers in the first three seconds. I’ve read a few guides from this year that are now saying hooking a TikTok user has to happen in the first 1.5 seconds. There’s an oft-quoted “shoeshine boy” theory of markets, usually attributed to Joe Kennedy in the late 1920s, who said that when the boy shining his shoes had stock tips, he knew the market was about to collapse. Well, here’s a similar rule for digital video: If you’re trying to optimize your video in microseconds, the video pivot is probably already over.

YouTube is laser-focused on capturing the world’s televisions. In fact, the platform’s CEO, Neal Mohan announced yesterday that the platform is adding even more features for YouTube’s TV app. And TikTok, if it’s not banned or whatever, is trying to use its massive inventory of short-form video content to prop up both a search engine and an e-commerce operation. And we haven’t even talked about Meta’s video products here. There is simply no incentive for these platforms to regress even though users seem to want them to.

Tastes are clearly changing. The Washington Post article pointed to Sam Sulek, a giant muscleman on YouTube who posts 30-minute workout vlogs with barely any editing as a possible direction this is all headed in. I tried watching one of his recent videos and I’m not even sure it has any cuts in it? It’s possible that’s what’s coming next, but it’s less certain if platforms will, or rather can, allow it. Time to find out if they know how to pivot.

Emmy mainstays like “The Marvelous Mrs. Maisel,” “Better Call Saul” and “Succession” have all ended their runs, and the newer Emmy parvenus, such as the comedies “Abbott Elementary” and “Jury Duty,” while excellent, harken back to an earlier, mass-market era of television that was dominated by sitcoms and hourlong procedurals.

This sort of audience divide, not between those who love a show and those who hate it but between those who love it in very different ways, has become a familiar schism in the past fifteen years, during the rise of—oh, God, that phrase again—Golden Age television. This is particularly true of the much lauded stream of cable “dark dramas,” whose protagonists shimmer between the repulsive and the magnetic. As anyone who has ever read the comments on a recap can tell you, there has always been a less ambivalent way of regarding an antihero: as a hero

a subset of viewers cheered for Walter White on “Breaking Bad,” growling threats at anyone who nagged him to stop selling meth. In a blog post about that brilliant series, I labelled these viewers “bad fans,” and the responses I got made me feel as if I’d poured a bucket of oil onto a flame war from the parapets of my snobby critical castle. Truthfully, my haters had a point: who wants to hear that they’re watching something wrong?

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.

The race for the streamers to configure themselves as full-service production, distribution, and exhibition outlets has intensified the need for each to articulate a more specific brand identity.

What we are seeing with the streaming wars is not the emergence of a cluster of copy-cat services, with everyone trying to do everything, but the beginnings of a legible strategy to carve up the mediascape and compete for peoples’ waking hours.

Netflix’s penchant for character-centered stories with a three-act structure, as well as high production values (an average of $20–$50-plus million for award contenders), resonates with the “quality” features of the Classical era.

rom early on, Netflix cultivated a liberal public image, which has propelled its investment in social documentary and also driven some of its inclusivity initiatives and collaborations with global auteurs and showrunners of color, such as Alfonso Cuarón, Ava DuVernay, Spike Lee, and Justin Simien.

Quibi as short for “Quick Bites.” In turn, the promos wouldn’t so much emphasize “the what” of the programming as the interest and convenience of being able to watch it while waiting, commuting, or just taking a break. However, this unit of prospective viewing time lies uncomfortably between the ultra-brief TikTok video and the half-hour sitcom.

Peacock’s central obstacle moving forward will be convincing would-be subscribers that the things they loved about linear broadcast and cable TV are worth the investment.

One of the most intriguing and revealing of metaphors, however, isn’t so much related to war as celestial coexistence of streamer-planets within the “universe.” Certainly, the term resonates with key franchises, such as the “Marvel Cinematic Universe,” and the bevvy of intricate stories that such an expansive environment makes possible. This language stakes a claim for the totality of media — that there are no other kinds of moving images beyond what exists on, or what can be imagined for, these select platforms.

“Emily in Paris” begins and ends in an avalanche of desiccated digital-marketing language that seems to have subsumed Emily’s soul. She cares about nothing more than “social,” impressions, R.O.I. Many episodes climax in the successful taking of a photo for Instagram.

If you want more drama, you can open Twitter, to augment the experience. Or just leave the show on while cleaning the inevitable domestic messes of quarantine. Eventually, sensing that you’ve played two episodes straight without pausing or skipping, Netflix will ask if you’re still really watching. Shamed, I clicked the Yes button, and Emily continued being in Paris.

Ambient denotes something that you don’t have to pay attention to in order to enjoy but which is still seductive enough to be compelling if you choose to do so momentarily. Like gentle New Age soundscapes, “Emily in Paris” is soothing, slow, and relatively monotonous, the dramatic moments too predetermined to really be dramatic.

As with soaps and chores, the current flow of ambient television provides a numbing backdrop to the rest of our digital consumption: feeds of fragmented text, imagery, and video algorithmically sorted to be as provocative as possible. Ambience offers the increasingly rare possibility of disengagement while still staring at a screen.

the hypnotic quality of ambient content creates a false sense that whatever it presents is a neutral condition, a common denominator, though it is decidedly not.

Streaming companies once pitched themselves as innovators for offering the possibility to watch anything at any time, but do we really want to choose? The prevalence of ambient media suggests that we don’t

It’s more atmosphere than content, the motion, the music, and the backdrop coalescing into a single moment of bittersweet freedom that loops over and over again.

“Street Food” focusses on the casual cuisine of different regions, a mood board of inebriated snacking. “Taco Chronicles” eliminates the need for a human subject altogether, by offering narrations from the personified voice of the food itself: “Soy el taco de carnitas.” Chef biography or historical education come second to the hindbrain visual pleasure of meat bouncing on a grill. The shows are functionally screen savers, never demanding your attention; they do draw it, but only as much as a tabletop bouquet of flowers.

TikTok’s For You tab serves an endless stream of short videos that algorithmically adapt to your interests, sorting the content most likely to engage you. Using it feels like having your mind read, because all you do is watch or skip, focus or ignore, a decision made too fast to be fully conscious. Individual videos or accounts matter less than categories or memes; at the moment, my feed is mostly clips of skateboarding, cooking, and carpentry, not unlike the mundanity of the Netflix shows but also accelerated into media gavage. TikTok is an app for ambience.

The passive engagement of ambient television is a boon for streaming services, which just want you to keep binging so that you feel your subscription is justified.