This week we discuss how the industry gushes about video advertising growth, without really addressing the problems around personalization, measurement, formats and low CPM rates. We also discuss the growth of AVOD services and question how many can exist when they are offering essentially the same thing — a bundled offering of free networks with a lot of old movies and TV shows and syndicated programming. We also debate which content companies might get acquired in 2022 including Starz, AMC and ViacomCBS.Companies and services mentioned: Tubi, Pluto TV, Starz, AMC Networks, ViacomCBS, TikTok, Noggin, Comcast, Sony Pictures, MLB.TV, Amazon IMDb TV, Roku, Sinclair Broadcast Group, Samsung TV, LG, Amazon, MGM.Executives mentioned: Darren Lepke, Stephen Condon, Yueshi Shen, Andy Beach.Links to articles mentioned:Video Advertising Experiences Got More Annoying and More Frequent in 2021https://www.streamingmediablog.com/2021/12/video-ad-experiences.htmlStreaming wars drive media groups to spend more than $100bn on new contenthttps://www.linkedin.com/posts/danrayburn_streaming-wars-drive-media-groups-to-spend-activity-6882089080708972544-c7D1Ad-Supported Video On Demand Is The TV Disruptor For 2022https://www.linkedin.com/posts/jeremiahmcmillan_ad-supported-video-on-demand-is-the-tv-disruptor-activity-6881641152739733504--dKAQuestions or feedback? Contact us at dan@danrayburn.com