BL

    Pundit

    Brian Lesser

    1 receiptTracked since Aug 2026

    CEO of AT&T's Xandr advertising unit, 2017-2020; later CEO of InfoSum; covered by Variety, Business Insider and MediaPost.

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    1 receipt

    2018

    1 prediction
    1. Sep 25, 2018Called it.
      I don't believe – nor does anybody on the team believe – that subscription video on demand services could possibly pay for all the content being developed

      Right. Contrarian at the time - Netflix and Amazon were proudly ad-free. Within four years every major SVOD service had reversed into advertising: Netflix launched Basic with Ads in November 2022, Disney+ followed in December 2022, and Max, Peacock, Paramount+ and Prime Video all sell ads today. Content economics forced exactly the outcome Lesser called.