David Pakman's Blog www.pakman.com

The Price of Music

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Mar 18
The Piano Man

Will the recorded music industry ever grow again? Since 1999, the industry has been in rapid decline as CDs became unbundled into downloaded singles. The digital download market never came close to the size of the physical music market. Now we are in the midst of another format transition, this time from downloaded singles to […]

An Emerging New Model for TV? Crunchyroll.

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Dec 02

As the viewer trend data make clear, legacy TV is undergoing a dramatic transformation, led by the many alternative ways of watching video. Cable subs are in decline, network TV viewership has tanked, and now even cable TV viewership is eroding. We frequently discuss the new streaming providers (YouTube, Netflix, Amazon, Hulu) and the on-demand […]

Will the Internet Unbundle Higher Education Too?

Nov 27

I was fortunate enough to be asked to deliver the keynote address at this year’s Sustainable Scholarship Conference, put on by ITHAKA. Here, I attempt to review how the internet has disrupted bundled industries and consider the question of whether it will unbundle higher education too. ITHAKA is a not-for-profit  that helps the academic community […]

Why AdTech is Back (It Never Left)

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Oct 30

One of the most valuable characteristics of venture investing is that sectors go in and out of favor. Certain sectors, no matter the investment climate, have perennial long-term value. At least, that is my view. And I hold that view strongly about the AdTech sector. More than 60% of the enterprise value created by internet […]

Venturescape: This Year’s NVCA Annual Meeting

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Apr 11

I’m going to Venturescape, the NVCA Annual Meeting May 14 and 15 in San Francisco and you should too. I haven’t been to one in many years, but this year is different. The NVCA is the National Venture Capital Association. It’s much more than just a trade organization, and this year’s annual meeting demonstrates that. […]

Author David Pakman
Category Venture Capital
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Will Disruption Choke Television Business Models?

Mar 08

Here is the video of a panel I hosted at NATPE in Miami on January 28th. It features Rich Greefield from BTIG, Betsy Morgan CEO of The Blaze, Chet Kanojia CEO of Aereo, Alex Carloss from YouTube and Kevin Beggs CEO of Lionsgate. Great conversation about the disruptions facing the TV industry.

Author David Pakman
Category Big Media, TV
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Facebook is No Longer Real-Time

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Mar 07

It’s a good thing Facebook is thinking of redesigning the News Feed. Because I think a funny thing is happening to Facebook. For me, the news feed no longer surfaces anything of interest. The opaque algorithm behind it is just not able to produce anything relevant and, more important, timely, at least to me. Facebook […]

Author David Pakman
Category Social Media
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TV Is Changing Before Our Eyes

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Mar 06

It’s finally happening. The Internet is taking over TV. It’s just happening differently than many of us imagined. There are two major transformations underway. The Rise of The Internet Distributors. Led by Netflix, the group of new distributors includes Amazon and Microsoft now, but maybe Apple and Google later. They are largely distributing traditional TV […]

Author David Pakman
Category Big Media, TV
Comments 11 Comments

Penn Engineering 2007 Commencement Address

Mar 05

It was an honor to be asked to address the 2007 Penn Engineering class as their commencement speaker. The video has been posted on YouTube for years, but I was recently asked to post the text. While it is several years old, I don’t believe the message is out of date. Good afternoon. I know […]

Author David Pakman
Category Big Media
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Some Thoughts Coming Out of TED
(We need more entrepreneurs!)

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Mar 01

With my mind fully stretched in various different directions, a bunch of thoughts are coalescing, coming out of another fantastic TED. Three main points are loosely stitched together in my mind and they point to a bunch of future opportunity. First, we heard convincingly from economists like Robert Gordon, Erik Brynjolfsson and Andrew McAfee that America’s […]