Three weeks to APOS and Media Partners Asia's Vivek Couto looks at the good, the bad, the ugly and the opportunities in Asia's current media map. "Gravity in the region has shifted," he says in the latest episode of "Two the Point with Patrick Frater & Janine Stein", pointing out YouTube's valuation (est $600B as a standalone asset) and highlighting that Netflix is now worth more than Paramount, Disney, Warner Brothers, Sony Entertainment and NBCU combined. Companies from the past – including those that make content – are still important, he said, but attention has shifted to big platforms that aggregate attention. The second important shift tracked in the APOS agenda is AI models "that are going to generate, localise and personalise the next wave of experiences, content and formats". Couto talked about AI as a generational technology and a generational shift. "Don't ask me, ask Reed Hastings," he said, echoing an emerging sentiment about AI as a tool.  "Whoever uses that tool better is going to come out on top...we're only just seeing the beginning of it". 

🎧 The full episode is here.