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	<title type="text">Janko Roettgers | The Verge</title>
	<subtitle type="text">The Verge is about technology and how it makes us feel. Founded in 2011, we offer our audience everything from breaking news to reviews to award-winning features and investigations, on our site, in video, and in podcasts.</subtitle>

	<updated>2026-05-28T13:56:41+00:00</updated>

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		<entry>
			
			<author>
				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[The secret to Roku’s success: not being cool]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/938879/roku-homescreen-redesign-not-cool" />
			<id>https://www.theverge.com/?p=938879</id>
			<updated>2026-05-28T09:56:41-04:00</updated>
			<published>2026-05-28T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. Roughly 10 years ago, someone told me that Roku was making “cheap hardware to sell to Walmart customers in flyover states.” The remark was meant to be an insult, belittling a company that seemed [&#8230;]]]></summary>
			
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<img alt="Roku new homescreen" data-caption="" data-portal-copyright="Image: Roku" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/FINAL-Home-Screen-Hero-Image-Above-the-Fold-UI-In-Bezel-RGB-1.png?quality=90&#038;strip=all&#038;crop=7.05546875,8.3180369046469,86.496875,77.045696068013" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">Roughly 10 years ago, someone told me that Roku was making “cheap hardware to sell to Walmart customers in flyover states.” The remark was meant to be an insult, belittling a company that seemed to care more about hardware profit margins than design and innovation.&nbsp;</p>

<p class="has-text-align-none">Still, I’ve been thinking about it a lot over the years. And as Roku became <a href="https://www.tvtechnology.com/platform/streaming/roku-samsung-dominate-ctv-platform-market-in-u-s">a major force</a> in streaming hardware, surpassing <a href="https://www.theverge.com/streaming/913169/roku-passes-100-million-users">100 million households</a> last month, I’ve come to the conclusion that Roku’s secret superpower may just be that it embraced not being cool.</p>

<p class="has-text-align-none">Case in point: the new homescreen the company began rolling out this week. It’s a refresh that had been overdue for some time, and, in many ways, it’s the bare minimum the company could have done — which means it’s likely going to be a huge success.</p>

<h2 class="wp-block-heading has-text-align-none">Content-forward, but not overbearing</h2>

<p class="has-text-align-none">Companies that make streaming dongles and smart TVs have long pushed the idea of content-forward user interfaces. The gist of it: People don’t want to launch an app, browse through row after row of thumbnails, and then do the same thing all over again in the next app if they can’t find something they want to watch right away.</p>

<p class="has-text-align-none">Content-forward interfaces instead serve up personalized recommendations for individual movies and shows directly on the homescreen. Add some tiles to quickly access the next episodes of your current favorites, and you’ve got an interface that makes it much easier to actually watch TV without wasting time on discovery.</p>

<p class="has-text-align-none">Amazon was first to embrace a content-forward interface with its Fire TV devices more than a decade ago. Google followed suit with Android TV, and then doubled down on the idea when it relaunched its living room platform as Google TV. Today, virtually every smart TV platform has some kind of content-forward interface.</p>

<p class="has-text-align-none">The sole exception, up until now: Roku. The company added some dedicated content categories to its sidebar over the years, but largely kept the homescreen a bare list of app icons.</p>

<p class="has-text-align-none">This week, that’s changing, but in a very Roku-like way. “I don&#8217;t think ours looks like those others,” says Preston Smalley, who led the redesign as Roku’s VP of viewer product. “Yes, it has content on it. Yes, it has a destination that you can browse, but I think it still stands apart as something unique.”</p>

<p class="has-text-align-none">While others lead with big, wall-to-wall hero art to highlight individual shows (and the occasional ad), Roku’s new homescreen starts with a comparably small, personalized “top picks for you” section, followed by rows of tiles that look a lot like the old Roku homescreen: apps, destinations, shows, all arranged in a tight grid, accompanied by a retractable sidebar, and with enough room for a big ad on the other side (like its competition, Roku is also looking to make more money with its homescreen).</p>

<p class="has-text-align-none">It all looks very predictable and familiar. Boring, perhaps, but also less distracting than the bigger and bolder interfaces used by Fire TV and Google TV with their massive banners and autoplay trailers. Roku’s existing customers will feel right at home.</p>

<h2 class="wp-block-heading has-text-align-none">The logical conclusion of cord-cutting </h2>

<p class="has-text-align-none">Roku has been on the forefront of one key trend: While some of its competitors were trying to make nice with cable companies, Roku embraced cord-cutting from day one. The company also realized early on that cord-cutting was primarily about saving money. It priced its hardware accordingly, struck partnerships with budget consumer electronics makers like TCL to expand into smart TVs, and has been heavily betting on free, ad-supported TV for years.</p>

<p class="has-text-align-none">Roku executives also early on predicted the logical conclusion of this trend: If all TV is going to be streamed one day, then everyone will need to be able to access streaming — including tens of millions of people who aren’t exactly tech-savvy.</p>

<p class="has-text-align-none">Smalley knows this late-adopter world well. Before Roku, he worked nearly a decade at Comcast. Doing user research for the cable company was an eye-opener. “I’d go to people’s homes,” he recalls. “Some people would have remote controls where they taped over the buttons and tried to simplify it down to what looks more like a Roku remote.”</p>

<p class="has-text-align-none">Those attempts to dumb down devices continue in the streaming age. “You&#8217;ve got people that maybe only use a few apps. Maybe their son comes by and configures it so that all their apps are right there. Unfortunately, not everyone’s got a loving son. For each of those, there&#8217;s 10 more that don&#8217;t have that.”</p>

<p class="has-text-align-none">That’s why the new Roku homescreen has a dedicated &#8220;quick access” section of frequently-used apps above the fold. The section auto-updates based on usage, and can also include the tile to change your HDMI port if you’re one of those people who frequently switches to a game console. “You have different people that are looking for different things,” Smalley says. “And yet you want to have one experience that works [for everyone].”</p>

<h2 class="wp-block-heading has-text-align-none">Roku City may be coming to mobile</h2>

<p class="has-text-align-none">One noteworthy feature of Roku’s new homescreen is a section called Your Daily Scoop that aims to serve up zeitgeist-influenced viewing recommendations. Think awards, holidays, pop culture moments, and yes, even the news — with some guardrails. “We&#8217;re not going to talk about the war,” Smalley says. “It&#8217;s definitely a curated experience.”</p>

<p class="has-text-align-none">It’s still essentially running on autopilot, so there may be slip-ups. More importantly, it does highlight one of Roku’s weaknesses: a lack of first-party data that doesn’t originate from people using Roku’s devices. Google uses search trends to inform what it shows on Google TV, and Amazon can presumably tap into Alexa usage patterns to personalize Fire TV.</p>

<p class="has-text-align-none">Roku doesn’t have any of that, and is trying to make up for it with third-party data. “We&#8217;re using some of the LLMs [to figure out] what people are looking for,” Smalley says.</p>

<p class="has-text-align-none">Still, Roku also does have a few things the competition lacks. One example: Roku City, the company’s screen saver that <a href="https://www.nytimes.com/2022/11/02/style/roku-city-screensaver.html">became a cult hit during the pandemic</a>, now has its own app icon. “We wanted to provide a way for [people] to launch it [without having to] wait 10 minutes before this thing comes on,” Smalley says.</p>

<p class="has-text-align-none">It’s a small step, but one that’s in line with the company’s efforts to transform Roku City into both a destination and a moneymaker. In recent years, it has integrated <a href="https://advertising.roku.com/solutions/advertise/ad-types/destinations/roku-city">ad campaigns</a>, <a href="https://newsroom.roku.com/news/2026/04/roku-launches-roku-city-dash-an-original/hkzbkkqb-1776647567">minigames</a>, and even <a href="https://www.vulture.com/article/demi-lovato-concert-roku-city.html">a live concert</a> into the purple-tinged cityscape. Next up could be an expansion to mobile. “We have 34 million people using our mobile app every month,” Smalley says. “We&#8217;re looking at the right way to bring some of Roku City to mobile.”</p>

<p class="has-text-align-none">If and when that happens, it will likely be deceptively simple — and incredibly successful.</p>

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			<title type="html"><![CDATA[AI video is moving beyond clip slop]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/935310/ai-video-luma-hollywood" />
			<id>https://www.theverge.com/?p=935310</id>
			<updated>2026-05-21T12:19:36-04:00</updated>
			<published>2026-05-21T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="AI" /><category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Entertainment" /><category scheme="https://www.theverge.com" term="Lowpass" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Hollywood is cooked — or so a growing number of people on social media would like you to believe. Their purported proof: AI-generated clips of Daniel Craig riding a Vespa through an Italian city, [&#8230;]]]></summary>
			
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<img alt="AI-assisted clip of Moses from Wonder" data-caption="A still from Innovative Dreams, a new production company by Luma and Wonder Project | Image: &lt;a href=“https://x.com/LumaLabsAI/status/2044836893586854158”&gt;Luma/X&lt;/a&gt;" data-portal-copyright="Image: &lt;a href=“https://x.com/LumaLabsAI/status/2044836893586854158”&gt;Luma/X&lt;/a&gt;" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/Screenshot-2026-05-21-at-10.55.11AM.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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	A still from Innovative Dreams, a new production company by Luma and Wonder Project | Image: <a href="//x.com/LumaLabsAI/status/2044836893586854158”">Luma/X</a>	</figcaption>
</figure>
<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Hollywood is cooked — or so a growing number of people on social media would like you to believe. Their purported proof: AI-generated clips of <a href="https://www.threads.com/@aliansari0/post/DVEVmPxEYKY">Daniel Craig riding a Vespa</a> through an Italian city, <a href="https://www.threads.com/@rovvmut/post/DUpPjACiDWI">Godzilla fighting King Kong</a>, or <a href="https://www.reddit.com/r/SoraAi/comments/1r1pwff/hollywood_is_cooked/">The Avengers zooming through Manhattan</a>.</p>

<p class="has-text-align-none">In reality, cheap slop like this won’t replace Hollywood blockbusters any time soon. However, a new generation of AI video solutions could upend how studios work. That’s because, until recently, AI companies basically tried to sell Hollywood on the same idea as those Twitter guys, with a slightly more palpable spin. The pitch, in a nutshell: AI video will allow everyone to make movies faster, cheaper, better — one prompt at a time.</p>

<p class="has-text-align-none">“The premise was: Substitute your camera for our video model,” says Luma AI CEO Amit Jain, whose company used to make that very same pitch to studios. But when it began partnering with the entertainment industry, it received a crash course in the way Hollywood actually works.</p>

<p class="has-text-align-none">“It’s not sufficient to just produce a clip,” Jain says now. “Because then what?” Clips generated by video models are typically 10 to 16 seconds. “That&#8217;s not a shot. That&#8217;s not a sequence. That&#8217;s not a scene,” Jain says. “Churning out short videos is not enough.”</p>

<p class="has-text-align-none">Now, AI companies like Luma believe they have found a better way to sell Hollywood on AI. The gist? Don’t just use AI for video — use it for everything.</p>

<p class="has-text-align-none">Luma has been working on AI agents that can help with the entire production process. Jain compares this transition to the way software development with AI has evolved, with companies like Anthropic moving from simple vibe coding to agentic workflows.</p>

<p class="has-text-align-none">“It&#8217;s not sufficient to just generate a little bit of code,” Jain says. “We need these systems to do long-horizon, end-to-end work. That&#8217;s what solves problems for people.” AI agents can do the same for Hollywood, he believes.</p>

<p class="has-text-align-none">Luma isn’t alone with that approach. Just this week, <a href="https://www.fastcompany.com/91544302/inside-googles-quest-to-build-ai-products-for-creatives">Google unveiled</a> a new version of its AI media authoring platform Flow that also emphasizes agentic end-to-end work over simple clip generation. “There&#8217;s this huge evolution that&#8217;s happening in generative tools,” says Google Labs VP Elias Roman. “Moving forward, they&#8217;re going to become much more like agents.”</p>

<p class="has-text-align-none">In the new version of Flow, an agent guides the user through multiple steps, from starting with a concept to fleshing out plotlines to developing characters to setting the desired look and feel. And when it’s ultimately time to generate video, the agent uses the things it learned along the way to achieve a specific outcome without having to be prompted about every single detail.</p>

<p class="has-text-align-none">One issue this is aiming to solve is consistency. Generative AI has long struggled with keeping characters looking the same from clip to clip. In the new version of Flow, users can add a character they developed for a project to a prompt simply by tagging it, just like you’d add a colleague to a Slack conversation.</p>

<p class="has-text-align-none">A new generation of video models is also better at understanding physics, the look of a certain era, and cinematic languages. Google’s Flow is powered by the company’s new Gemini Omni world model, while Luma has developed Uni-1 as a unified model that doesn’t need extremely complex prompts anymore to make sense of an envisioned world.</p>

<p class="has-text-align-none">Luma recently teamed up with Amazon to produce <em>The Old Stories: Moses, </em>a companion special for MGM’s <em>House of David</em> show. While shooting <em>Moses</em>, actors <a href="https://www.linkedin.com/posts/zachoneal_very-exciting-news-today-luma-and-wonder-ugcPost-7450566877216497664-sSHa/">would perform in front of LED walls</a> showing backgrounds generated with Luma’s video models, while their costumes were rendered with AI as well.&nbsp;</p>

<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-dnt="true"><p lang="en" dir="ltr">Announcing Innovative Dreams, a new production company by Luma and Wonder Project built by filmmakers for filmmakers, and our first production — Moses starring Sir Ben Kingsley, coming this Spring on Prime Video. AI is a fundamental change to the craft and business of filmmaking,… <a href="https://t.co/Rx4K3aou9B">pic.twitter.com/Rx4K3aou9B</a></p>&mdash; Luma (@LumaLabsAI) <a href="https://twitter.com/LumaLabsAI/status/2044836893586854158?ref_src=twsrc%5Etfw">April 16, 2026</a></blockquote>
</div></figure>

<p class="has-text-align-none">If a shot turned out to look not quite right, all it took was one new prompt to generate a new asset. “This level of production would take about six weeks to eight weeks per hour of television,” Jain says. “Now, it&#8217;s taking them a week.”</p>

<p class="has-text-align-none">Some studios are increasingly embracing that change. <a href="https://www.theverge.com/streaming/889973/netflix-ben-affleck-interpositive-ai">Netflix acquired Ben Affleck’s AI company</a> InterPositive in March, and <a href="https://www.lowpass.cc/p/netflix-inkubator-ai-animation-studio">launched its own AI animation studio</a> the same month. Two major Hollywood studios already use Luma’s AI agents, Jain claims. He declined to name names, but the company has been publicly celebrating some smaller wins: Luma recently announced the launch of a joint <a href="https://lumalabs.ai/news/luma-innovative-dreams">venture</a> with indie studio Wonder Project, which made <em>Moses</em>.</p>

<p class="has-text-align-none">These developments undoubtedly will lead to job losses, even though the scale of the impact is still unknown. If studios can make a TV show in a month instead of 10, it won’t be sending out checks for those other nine months. The counterpoint AI boosters like to raise is that this will lead to more productions. This could be a silver lining for Los Angeles in particular, which has seen <a href="https://www.latimes.com/entertainment-arts/business/story/2026-01-15/filming-in-la-drops-16-1-compared-to-2024">production days plummet in recent years</a>.</p>

<p class="has-text-align-none">Now, we’ll just have to see if Hollywood uses this tech for something people actually want to watch.</p>

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				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[Netflix is building an AI animation studio]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/930118/netflix-gen-ai-animation-inkubator" />
			<id>https://www.theverge.com/?p=930118</id>
			<updated>2026-05-21T10:39:55-04:00</updated>
			<published>2026-05-14T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Entertainment" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Netflix has been building a new internal studio called INKubator that aims to use AI to produce short-form animated content: The streamer is hiring for a wide variety of roles, including producers, software engineers, [&#8230;]]]></summary>
			
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<img alt="The Netflix logo on a red and blue background." data-caption="Netflix’s job listings indicate an generative AI-heavy animation studio is coming. | Image: The Verge" data-portal-copyright="Image: The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/05/STK072_VRG_Illo_N_Barclay_1_netflix.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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	Netflix’s job listings indicate an generative AI-heavy animation studio is coming. | Image: The Verge	</figcaption>
</figure>
<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Netflix has been building a new internal studio called INKubator that aims to use AI to produce short-form animated content: The streamer is hiring for a wide variety of roles, including producers, software engineers, and CG artists to staff INKubator, according to a number of recently published job listings.</p>

<p class="has-text-align-none">Netflix has yet to publicly announce its plans for INKubator, which job listings also sometimes refer to as INK. The company did not immediately respond to a request for comment.&nbsp;</p>

<p class="has-text-align-none">A handful of LinkedIn profiles suggest the unit quietly launched in March. Its leadership includes <a href="https://www.linkedin.com/in/serrenaaiyer/">Serrena Iyer</a>, who previously held strategy and operational roles at DreamWorks Animation, MRC Studios, and A24 Films.</p>

<p class="has-text-align-none">INKubator is just Netflix’s latest push to use AI for production. Earlier this year, it <a href="https://www.fastcompany.com/91503235/netflix-buys-ben-afflecks-ai-startup">acquired InterPositive</a>, an AI startup founded by Ben Affleck. But while InterPositive is primarily focused on the use of AI in post-production, INKubator appears to go much further: A listing for INKubator’s head of technology <a href="https://explore.jobs.netflix.net/careers?query=inkubator&amp;pid=790314858121">calls it</a> “our next-generation, creative-led, GenAI-native animation studio,” with plans to “bridge innovation with imaginative storytelling.”</p>

<p class="has-text-align-none">INKubator’s long-term technology strategy will focus on “GenAI-enabled workflows, artist tooling, and scalable, secure multi-show environments,” according to the listing, suggesting that this is about much more than one-off experiments. “We aim to develop feature-quality content,” <a href="https://explore.jobs.netflix.net/careers?query=inkubator&amp;pid=790314754913">emphasizes</a> another listing.</p>

<p class="has-text-align-none">At least for now, Netflix doesn’t plan to produce the next <em>KPop Demon Hunters</em> with AI. Instead, INKubator will be all about “creating animated shorts and specials using experimental GenAI-native production pipelines,” as one of the listings <a href="https://explore.jobs.netflix.net/careers/job/790315702145-cg-artist-experimental-ink-los-angeles-california-united-states-of-america?domain=netflix.com&amp;microsite=netflix.com">puts it</a>.</p>

<p class="has-text-align-none">However, at least one job listing suggests the company is already considering taking the technology beyond shorts. INKubator’s head of technology will “ensure that INK’s technology investments accelerate creative ambition [&#8230;] as we ramp up activity and <strong>aim to expand into longer-form content</strong>,” <a href="https://explore.jobs.netflix.net/careers?query=inkubator&amp;pid=790314858121">a listing</a> for that position states (emphasis added).</p>

<p class="has-text-align-none">Netflix could potentially use AI-generated short-form content in various ways. The streamer recently revamped its mobile app, <a href="https://www.theverge.com/streaming/920179/netflix-vertical-video-feed-mobile-app-ui">adding a TikTok-inspired vertical video feed</a> called Clips. At the moment, this feed only includes trailers, behind-the-scenes footage, and other promotional content for its long-form programming. However, one could imagine that the feed could one day also include original short-form stories, including AI-generated shorts.</p>

<p class="has-text-align-none">The streamer has also been making a push to establish itself as a kid-safe alternative to YouTube by bringing creators like Ms. Rachel onto its platform. Generative AI could be one way for Netflix to further scale its kids programming and compete with a flood of videos targeting kids on YouTube.</p>

<p class="has-text-align-none">YouTube-native studios have been among the first to use generative AI for animation. Animaj, the studio that produces the popular kids show <em>Pocoyo</em>, has been vocal about <a href="https://www.cartoonbrew.com/tech/iconic-childrens-show-pocoyo-has-a-new-owner-and-a-new-ai-powered-production-pipeline-246382.html">incorporating AI</a> into its production pipeline since 2024. Toonstar, maker of the YouTube series <em>StEvEn &amp; Parker</em>, <a href="https://www.hollywoodreporter.com/business/business-news/ai-powered-animation-studio-toonstar-wme-exclusive-1236260904/">also uses AI</a>.</p>

<p class="has-text-align-none">However, there has also been a significant backlash against the use of AI in animation. Japanese animation legend Hayao Miyazaki <a href="https://faroutmagazine.co.uk/hayao-miyazaki-on-ai-utterly-disgusted/">famously called AI</a> “an insult to life itself,” and labor unions representing animators from multiple countries <a href="https://deadline.com/2025/06/annecy-ai-protest-animation-guilds-1236431752/">organized a protest</a> against generative AI at the 2025 Annecy Animation Film Festival.</p>

<p class="has-text-align-none">Efforts to popularize the use of AI for animation beyond Hollywood have also faced setbacks. AI animation company Invisible Universe, which <a href="https://www.lowpass.cc/p/burning-man-vr-brcvr-burnersphere-2025">I wrote about last year</a>, is shutting down its creator platform Invisible Studio by June 1st. Invisible Universe CEO Tricia Biggio told me in an email this week that her company was focusing on enterprise clients going forward.</p>

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					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Netflix has its own, impressive AI-powered voice search]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/925898/netflix-ai-voice-search" />
			<id>https://www.theverge.com/?p=925898</id>
			<updated>2026-05-07T12:05:31-04:00</updated>
			<published>2026-05-07T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Netflix" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. A small subset of Netflix viewers just got a new way to find movies and TV shows. The streamer recently started to test an AI-powered native voice search feature with some subscribers, prompting them [&#8230;]]]></summary>
			
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<img alt="Netflix AI-powered voice search text for looking for content in the catalog" data-caption="" data-portal-copyright="Image: Janko Roettgers" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/netflix-ask4.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">A small subset of Netflix viewers just got a new way to find movies and TV shows. The streamer recently started to test an AI-powered native voice search feature with some subscribers, prompting them to press the Netflix button on their remote control to ask for viewing recommendations.</p>

<p class="has-text-align-none">Once viewers press the button, they’re presented with a few search suggestions, including phrases like “I need a good cry,” “watch in the background,” and “help me stay awake.” Each of these suggestions leads to a set of viewing recommendations, but there’s also an “Ask” button with a waveform icon. Select it, and you’ll start an AI-powered voice search that delivers viewing recommendations in response to natural language prompts.</p>

<p class="has-text-align-none">I’ve had access to this new voice search feature for a few days now, and found it remarkable for two reasons: While still in beta, it’s impressive in its ability to serve up appropriate and interesting viewing recommendations to even the most esoteric requests. It also squarely circumvents the voice assistants and search features built into smart TVs and streaming devices, highlighting the power struggles between TV OS platforms and the streaming services running on them.</p>

<p class="has-text-align-none">Netflix is currently testing its new voice search feature with select members in the U.S. I got access to the feature on a Chromecast with Google TV streaming dongle and a TCL Google TV, but wasn’t able to access it on Roku or Fire TV devices. Even users who have multiple devices running the same smart TV OS <a href="https://www.reddit.com/r/netflix/comments/1svsbci/netflix_is_testing_native_voice_search_in_google/">have reported</a> that they were only able to access it on a subset of those devices.</p>

<p class="has-text-align-none">Playing with the feature for a few days, I was impressed by its ability to find relevant picks for a wide variety of requests, ranging from the rather obvious (“date night movies from the ’80s” served up <em>The Breakfast Club</em>) to the very specific (“I like the music of Brian Eno, what should I watch” resulted in a suggestion for <em>Abstract: The Art of Design</em>).</p>

<p class="has-text-align-none">I stress-tested the feature more than people usually would during day-to-day use, but it was able to make solid recommendations in response to unusual requests. I honestly thought asking for “fun kids TV shows about death” wouldn’t get me any results. Instead, it served up <em>A Series of Unfortunate Events</em> and <em>Raising Dion</em>, which both were on point.&nbsp;</p>

<p class="has-text-align-none">“I had too much coffee today, what should I watch” resulted in Netflix suggesting a “laid-back” Sheng Wang comedy special and the <em>Headspace Guide to Sleep. </em>When I simply said “hurt people hurt people,” the Netflix app responded with “Hurt people do hurt people. Here are some of the stories behind that,” followed by recommendations for <em>13 Reasons Why</em> and <em>It’s Okay to Not Be Okay</em>.</p>

<p class="has-text-align-none">Interestingly, Netflix’s voice search doesn’t appear to be tapping into the service’s personalization engine right now. When you ask for recommendations based on what you’ve recently watched, the app’s response is “We can’t answer that one yet, but we’re working on it!” (Speaking of which: All responses are shown as written text. Netflix’s voice search doesn’t use any voice output of its own, which I didn’t mind at all.)</p>

<p class="has-text-align-none">Responses are often accompanied by suggestions to further narrow your results, including “more unhinged” and “more bittersweet.” However, narrowing down recommendations this way doesn’t always work. A search for Cantonese comedies yielded many relevant results. But once I followed Netflix’s suggestion to narrow those results by pressing the “more quirky” button, the streamer suddenly tried to sell me <em>BoJack Horseman</em> as a “Cantonese comedy with a quirky twist.”</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/netflix-ask7.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: Janko Roettgers" />
<p class="has-text-align-none">There are some things that can trip up Netflix’s voice search. When I asked for Blaxploitation movies, the app’s voice recognition system instead heard me ask for “Black exploitation movies,” and declined to provide me with any results. Which, yeah, probably the right choice.&nbsp;</p>

<p class="has-text-align-none">A request for “TV shows about porn” was also declined, but Netflix did happily serve up plenty of suggestions when I requested “steamy TV shows.” That’s notably different from Google’s Gemini assistant on Google TV, which informed me that it could not fulfill that request, adding passive-aggressively: “I can help you find appropriate shows if you’d like.” That alone shows why a service like Netflix might want to have its own voice search instead of relying on the one provided by your TV or streaming device maker.&nbsp;</p>

<p class="has-text-align-none">Another major reason for Netflix to build its own voice search: The streamer wants viewers to remain in its own app, and exclusively recommends Netflix content. Smart TV OS platform operators like Google, Roku, and Amazon on the other hand would like consumers to use their own, universal search that also recommends results from their own services and services from partners they can monetize.</p>

<p class="has-text-align-none">This power struggle between platforms and publishers has been going on for years, and has also long extended into voice search. For consumers, the results have been confusing: When you press your remote’s mic button while using Hulu or Disney Plus, you’ll most likely access the universal search function built into your TV or streaming device, with results from the app you’re in intermixed with those of other publishers. Do the same while browsing Netflix or YouTube, and you’re only searching the catalogs of those respective apps.</p>

<p class="has-text-align-none">Thanks to their market share, YouTube and Netflix have so much power that they have been able to demand voice routing privileges not available to smaller publishers. Both companies initially just used that privilege for speech-to-text functionality, essentially feeding your voice queries into the same search fields you can also access with your remote to search for a show by name.</p>

<p class="has-text-align-none">With the emergence of LLMs, both services now extend those privileges for more full-featured voice assistance. YouTube <a href="https://blog.youtube/news-and-events/youtube-conversational-ai-tool-available-smart-tvs">recently launched its own conversational AI tools</a>, allowing viewers to access Gemini-powered voice features on devices made by Amazon, Roku, and others.</p>

<p class="has-text-align-none">Just like YouTube’s implementation, Netflix’s take on AI voice search shows that consumers can benefit if apps have access to the mic. It just shouldn’t take massive market share — or a branded button on your remote — for publishers to get to build such experiences.&nbsp;</p>

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			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[After working on the Vision Pro, this AR veteran is going back to phones]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/921101/ar-mobile-pixi" />
			<id>https://www.theverge.com/?p=921101</id>
			<updated>2026-04-30T12:58:39-04:00</updated>
			<published>2026-04-30T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Tech" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. When Mark Drummond was working on the Vision Pro at Apple, he had a bit of an epiphany that didn’t really fit Cupertino’s preferred narrative. Drummond was managing the Character Intelligence Team, which among [&#8230;]]]></summary>
			
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<img alt="" data-caption="" data-portal-copyright="Photo by Amelia Holowaty Krales / The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/258038_M5_Vision_Pro_AKrales_0401.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">When Mark Drummond was working on the Vision Pro at Apple, he had a bit of an epiphany that didn’t really fit Cupertino’s preferred narrative.</p>

<p class="has-text-align-none">Drummond was managing the Character Intelligence Team, which among other things built the <a href="https://support.apple.com/guide/apple-vision-pro/encounter-dinosaurs-tane01bb99a2/visionos">Encounter Dinosaurs</a> demo. Preinstalled on the Vision Pro, the demo puts viewers eye to eye with interactive prehistoric creatures.&nbsp;</p>

<p class="has-text-align-none">“We built that with Jon Favreau,” Drummond says, referring to Apple’s <a href="https://www.cultofmac.com/news/jon-favreau-apple-tv">long-standing partnership</a> with the <em>Mandalorian</em> director. “Before the headset was available to us to take down to Burbank, we used iPhones and iPads,” he recalls. Relying on mobile devices for demos made sense. VisionOS is essentially an iPadOS fork. “It did actually work out. We had a really good experience with iPhone and iPad,” he says.</p>

<p class="has-text-align-none">Through that experience, Drummond realized that these mobile devices weren’t just decent stand-ins for the headset. “What we learned looking for sources of surprise and delight with interactive characters in mixed reality is that the headset is actually not the best [device] for this kind of thing,” he says.</p>

<p class="has-text-align-none">“I still think it&#8217;s a pretty fabulous piece of hardware,” Drummond says. However, headsets can also be alienating, and separate viewers from the world and from the people around them. “It&#8217;s kind of lonely,” Drummond says. Having an AR app on a phone, on the other hand, makes it much easier to show it to others. “People can lean in over your shoulder,” Drummond says.</p>

<p class="has-text-align-none">That’s why, shortly after leaving Apple in 2023, Drummond embraced mobile devices for augmented reality storytelling. For the past two and a half years, he has been working on a new iPhone AR app called <a href="https://sendpixi.com/">Pixi</a> that’s all about mobile-first interactive storytelling.&nbsp;</p>

<p class="has-text-align-none">In short, Pixi is working on something that could best be described as the AR version of the email greeting card. When it launches in the coming weeks, Pixi will let anyone pick an interactive character and a scenario, add a personalized message, and then send it to their contacts via iMessage or WhatsApp. Once the recipient opens such a Pixi message, the character appears overlaid in the camera view of their real-world environment, and interacts with them.</p>

<p class="has-text-align-none">During a recent demo, Pixi’s AR experiences included an animated cat and a robot. They could tell jokes, play tic-tac-toe with you, or challenge you to a game of Whac-A-Mole, right on your desk. </p>

<p class="has-text-align-none">At first glance, none of it seemed especially groundbreaking if you’ve ever played with an AR Snapchat filter or any other mobile AR app. “If you&#8217;re not slightly embarrassed by the first product, you launched way too [late],” Drummond says, suggesting that the company will incorporate additional characters and more advanced storylines in the future.</p>

<p class="has-text-align-none">However, Pixi is incorporating some interesting interactive elements: The cat comedian, for instance, delivers one dad joke after another until the app detects the viewer cracking a smile via the phone’s front-facing camera. After that, the character thanks the viewer for their attention like a comedian ending their show and delivers a personalized greeting message.&nbsp;</p>

<p class="has-text-align-none">“In order to make a character feel like it&#8217;s present, it has to pay attention,” Drummond says. That includes not just paying attention to the viewer, but also the environment they are in. “This kind of attention is only possible through on-device AI,” he says. Pixi uses AI and machine learning to recognize facial expressions, and the app also downloads custom ML models on the fly to recognize objects and then incorporate them into a story.&nbsp;</p>

<p class="has-text-align-none">When mobile AR first became popular with Snapchat filters and ARKit-based apps, developers had very little to work with when it came to interacting with a viewer’s real-world environment. Basically, apps would detect surfaces and just put any virtual object on top of those surfaces. Over time, AR apps became smarter about occlusion, allowing characters to hide behind real-world objects. Eventually, some even offered rudimentary object detection.</p>

<p class="has-text-align-none">With recent advancements in AI, there’s a potential to supercharge object recognition, to the point where apps will be able to recognize classes of objects, understand how they work, and incorporate them into interactive experiences. Here’s how Drummond envisions Pixi’s AR greeting cards will work in the future:</p>

<p class="has-text-align-none">“Let&#8217;s say that I have a friend [who is] a lawyer. She got promoted, and I want to say congratulations. I send her a [Pixi with a] golden retriever, which appears on the office floor. It looks at her, then starts sniffing. It walks over to a filing cabinet, and is very focused on a drawer in that filing cabinet. She thinks: <em>Dog, that’s just old tax returns.</em> The dog will not relent. It looks, sniffs, looks winsome. She opens the drawer. Inside, we&#8217;ve hidden a huge virtual dog biscuit [with the message]: ‘Congratulations, see you Friday.’”</p>

<p class="has-text-align-none">Would all this be technically possible with a Vision Pro app as well? Perhaps. But there are plenty of other reasons holding the headset back — including that $3,500 price tag. “It’s expensive,” Drummond acknowledges, adding, “I still think it&#8217;s a steal given how much amazing technology you&#8217;ve got, just those displays alone.”</p>

<p class="has-text-align-none">However, the high price of the device has also held back adoption, with IDC estimating that the company shipped <a href="https://www.pcmag.com/news/apple-slashes-vision-pro-production-amid-poor-holiday-sales">just 45,000 units</a> during last year’s holiday quarter. “It doesn&#8217;t have great market penetration,” Drummond says.&nbsp;</p>

<p class="has-text-align-none">Even people who own one may be reluctant to put it on every time someone sends them a two-minute clip or experience. “You don&#8217;t always have it to hand, and [you’ve got] the setup, teardown costs,” Drummond says. “We have phones with us all the time.”</p>

<p class="has-text-align-none">It’s no secret that the Vision Pro was just a first step for Apple, which is <a href="https://www.theverge.com/tech/910836/apple-is-reportedly-testing-four-different-designs-for-its-smart-glasses">reportedly working on</a> its own smart and AR glasses. However, Drummond believes that such glasses products won’t be able to replace smart phones for years to come due to physical constraints. Phones are now capable of running complex machine learning models locally, while glasses will have much more limited power and compute capacities. Because of those constraints, they’ll likely function as another display for notifications and directions, similar to the Apple Watch. “I think the Watch and the spectacles from Apple will do much the same job,” he says.</p>

<p class="has-text-align-none">This means that AR developers looking to build interactive entertainment experiences may find that the phone remains the best platform for the foreseeable future — a platform that is getting more capable by the day, thanks to AI.</p>

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					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[25 years later, is it time for a new iPod?]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/917369/sleevenote-new-ipod-streaming-bandcamp-music" />
			<id>https://www.theverge.com/?p=917369</id>
			<updated>2026-04-23T09:09:02-04:00</updated>
			<published>2026-04-23T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Entertainment" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Music" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. This year marks the 25th anniversary of the original iPod. With its monochrome display, mechanical scroll wheel, and 5 GB hard drive, Apple’s pioneering music player now looks like the relic of a bygone [&#8230;]]]></summary>
			
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<img alt="Sleevenote hardware mp3 players with headphones and some have cat ears" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/Lots-of-headphones-screen-central-fix-01.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">This year marks the 25th anniversary of the original iPod. With its monochrome display, mechanical scroll wheel, and 5 GB hard drive, Apple’s pioneering music player now looks like the relic of a bygone era.</p>

<p class="has-text-align-none">And yet, in a surprising twist, there’s growing interest in a redo.</p>

<p class="has-text-align-none">After being essentially flat for five years, Google searches for “MP3 Player” <a href="https://trends.google.com/explore?q=mp3%20player&amp;date=today%205-y&amp;geo=US">tripled</a> since last fall. A Reddit group <a href="https://www.reddit.com/r/DigitalAudioPlayer/">for fans of digital audio players</a> is now attracting 90,000 visitors per week on average. And this spring, <em>The New York Times</em> <a href="https://www.nytimes.com/2026/03/01/technology/apple-ipod-music-comeback.html">published a trend piece</a> on how iPods are suddenly in fashion with teenagers.</p>

<p class="has-text-align-none">“It’s great to see younger generations who [didn’t] experience the iPod the first time around finding out about it and being like: That sounds like a great idea,” says musician and startup founder Tom Kell.</p>

<p class="has-text-align-none">The only problem: Apple <a href="https://www.theguardian.com/technology/2022/may/10/the-spirit-lives-on-apple-to-discontinue-the-ipod-after-21-years">discontinued</a> its last iPod model in 2022. And while there has been a flood of devices from Chinese consumer electronics makers trying to fill the gap, Kell has found a lot of them lacking. “The user interfaces of all of these digital music players are shockingly bad,” he says. “Most are essentially just Android phones with the phone stuff removed.”</p>

<p class="has-text-align-none">That’s why Kell and a small group of collaborators began working on their own MP3 player close to two years ago. <a href="https://sleevenote.com/">Sleevenote</a>, as the device is called, has a very different interface than many of its predecessors: Instead of making you browse endless databases of artist names and song titles, it’s all about album art, which is being presented on a square 4-inch screen.</p>

<p class="has-text-align-none">“We’re pro whole albums,” Kell says. “We want you to focus on one album at a time.”</p>

<p class="has-text-align-none">Each album is being shown with full liner art, which you can browse just like you would have explored a CD booklet, or a record sleeve. There’s also no playlists, no algorithms, no endless shuffle. You play an album from beginning to end, then pick the next one. “It&#8217;s something in between a vinyl and an iPod,” Kell says.</p>

<p class="has-text-align-none">The Sleevenote device is compatible with music from all DRM-free download stores, including Bandcamp, Beatport, and Amazon Music. Music is being transferred to the device wirelessly, and Sleevenote is working on building out its own database of licensed album art to accompany those tracks.</p>

<p class="has-text-align-none">The Sleevenote team is still early in its journey. After launching a small preorder campaign, the startup is currently having 100 “day one” devices manufactured in China, with Kell telling me that a limited number of units will be available for sale in June. The plan is to refine hardware and software with a small group of early adopters, and then scale up from there.</p>

<p class="has-text-align-none">It’s an ambitious plan, and a lot could go wrong — especially at a time when even major consumer electronics companies struggle to get their hands on <a href="https://www.theverge.com/ai-artificial-intelligence/914672/the-ram-shortage-could-last-years">the most basic components</a>. Still, Sleevenote hopes to eventually cater to the millions of people who have been buying digital music on Bandcamp and similar platforms. Bandcamp alone now sells 15 million digital albums per year, with total payments to artists surpassing $1.7 billion to date, according to <a href="https://bandcamp.com/artists">company information</a>.&nbsp;</p>

<p class="has-text-align-none">“There is this streaming backlash bubbling up,” Kell says. The Sleevenote team did initially consider adding Spotify support to its device as well, but ultimately decided against it. “It&#8217;s not going to be a streaming device, it&#8217;s going to be for music that is owned,” he says. “What is needed is for music tech companies to have some integrity, to stand up for artists.”&nbsp;</p>

<p class="has-text-align-none">At the same time, Sleevenote wants to make buying digital music fun by making albums feel special. “It’s carrot, not stick,” Kell says.</p>

<p class="has-text-align-none">Music streaming services like Spotify don’t just face criticism over royalty rates. Some music fans also take issue with their reliance on algorithms to serve up endless streams that require little to no interaction with individual works of music, while others criticize Spotify’s increasingly aggressive marketing of podcasts. “It&#8217;s almost mad that you pay for it [given] how much you&#8217;re getting advertised, and getting pulled away into other places,” Kell says.</p>

<p class="has-text-align-none">Granted, millions of consumers do seem to be content with paying for streaming music services. Spotify alone now has nearly 300 million paying subscribers. However, there’s also a growing subscription fatigue, fueled in part by the constant price increases for audio and video streaming services. <a href="https://www.theverge.com/news/862465/spotify-premium-us-price-increase-2026">Spotify raised its prices</a> for the third time in as many years in January.</p>

<p class="has-text-align-none">“The more and more smartphones consolidated gadgets, the worse it got for consumers,” <a href="https://www.reddit.com/r/TechEDC/comments/1quwr1b/single_purpose_devices/">wrote</a> the moderator of the aforementioned digital audio player Subreddit recently. “Suddenly everything was a subscription, and nothing was owned.”</p>

<p class="has-text-align-none">There is another reason some music fans have been yearning for iPod-like devices that has nothing to do with price points and business models. With smartphones taking over so much of our lives, devices that are good at one thing but don’t distract us with endless feeds and notifications suddenly are seen as a breath of fresh air. It’s the same reason people are rediscovering digital cameras and embracing <a href="https://www.theverge.com/the-vergecast/640475/minimalist-smartphone-tesla-takedown-vergecast">minimalist phones</a> and ebook readers.</p>

<p class="has-text-align-none">The concept of such single-purpose devices is something Kell can get behind. “It&#8217;s a Kindle for music,” he says about Sleevenote. “It&#8217;s 10,000 albums, but also just one album at a time.”</p>

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			<author>
				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[How Netflix made us fall in love with K-dramas]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/913101/netflix-korean-movies-tv-shows" />
			<id>https://www.theverge.com/?p=913101</id>
			<updated>2026-04-16T11:46:30-04:00</updated>
			<published>2026-04-16T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Netflix" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. What do you get if you take a bunch of ripped, shirtless male K-pop idols in boxing gloves and have them spar in the ring until they’re sweating? For Netflix: another global hit. The [&#8230;]]]></summary>
			
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<img alt="A still photo from season 3 of Squid Game." data-caption="" data-portal-copyright="Image: Netflix" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/06/Squidgame_Unit_310_N002844.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">What do you get if you take a bunch of ripped, shirtless male K-pop idols in boxing gloves and have them spar in the ring until they’re sweating? For Netflix: another global hit.</p>

<p class="has-text-align-none">The streamer’s K-drama <em>Bloodhounds</em>, now in its second season, is currently tearing up its global viewing charts. Season 2 attracted 7.4 million views last week, making it the most-watched non-English TV show worldwide on the service, and the third-most-popular show overall.</p>

<p class="has-text-align-none"><em>Bloodhounds</em> is no exception for Netflix. Last week, three of the 10 most-watched non-English-language shows on the service were Korean. The week before that, it was four out of 10, and the week before that, three. And Netflix’s three most-watched TV show seasons of all time, in any language? All Korean.</p>

<p class="has-text-align-none">Those three seasons are seasons 1–3 of <em>Squid Game</em>. The life-or-death competition drama broke audience records when it first debuted in 2021, racking up <a href="https://variety.com/2021/digital/news/squid-game-all-time-most-popular-show-netflix-1235113196/">1.65 billion viewing hours</a> in its first four weeks. “It was probably the biggest show in the history of television,” as Netflix co-CEO Ted Sarandos <a href="https://s22.q4cdn.com/959853165/files/doc_financials/2022/q1/Netflix,-Inc.,-Q1-2022-Pre-Recorded-Earnings-Call,-Apr-19,-2022.pdf">claimed</a> in 2022. Since its launch, total <em>Squid Game</em> viewing has surpassed 4.5 billion hours.</p>

<p class="has-text-align-none">But here’s the thing about <em>Squid Game</em>: Despite its unrivaled success, it has only been responsible for a small percentage of the overall viewing of Korean content on Netflix, with viewers around the world wholeheartedly embracing the country’s storytelling. From 2023 to 2025, Netflix subscribers have streamed more than 51 billion hours of Korean movies and TV shows, according to Netflix data that I recently analyzed for <a href="https://www.lowpass.cc/k-flix-netflix-korea-special-report-free-download">a new special <em>Lowpass</em> report</a>.</p>

<h2 class="wp-block-heading has-text-align-none">From little pockets of interest to a global phenomenon</h2>

<p class="has-text-align-none">Netflix’s success with Korean dramas didn’t come out of thin air, as Sarandos himself acknowledged in 2021. “It&#8217;s not like we had to go in and teach anyone in South Korea how to make great content,” he <a href="https://s22.q4cdn.com/959853165/files/doc_financials/2021/q4/Netflix,-Inc.,-Q4-2021-Pre-Recorded-Earnings-Call,-Jan-20,-2022.pdf">told</a> Netflix investors that year. “It&#8217;s an incredible market for that. And there&#8217;s always been curiosity around the world. The K-drama market has always had little pockets of success all over the place.”</p>

<p class="has-text-align-none">That includes the United States, where services like DramaFever, Viki, and KDrama tried to bring Korean storytelling to Western audiences long before <em>Squid Game</em> became a breakout success for Netflix. DramaFever executives in particular quickly realized that there were untapped audiences for Korean content in the United States. “We [catered] predominantly to Midwestern middle-aged women, as well as Latin teenagers,” says DramaFever cofounder Hyun Park.</p>

<p class="has-text-align-none">DramaFever and other niche services specializing in Korean entertainment also benefited from Hollywood’s blind spots: As the major studios bet on ever-bigger franchises with massive budgets and recognizable stars, Korean shows and movies were largely ignored. That brought down licensing costs, and made it possible for these services to buy the overseas rights to Korean TV shows and movies at a bargain.</p>

<p class="has-text-align-none">However, DramaFever ultimately was too early. The service reportedly amassed just above <a href="https://digiday.com/future-of-tv/dramafever-casualty-big-money-ott-war/">400,000 paying subscribers</a> — not enough for Warner Bros., which shuttered DramaFever <a href="https://variety.com/2018/digital/news/dramafever-k-drama-shutting-down-warner-bros-1202982001/">in 2018</a>, just two years after acquiring it from Softbank.</p>

<p class="has-text-align-none">One of DramaFever’s challenges was that it tried to build an audience for unfamiliar shows from scratch. Netflix, on the other hand, has a built-in audience, a massive dubbing operation, and recommendation algorithms that help viewers worldwide discover titles they might like — whether that’s an action-packed, dystopian show like <em>Squid Game</em>, a heartwarming drama like <em>Extraordinary Attorney Woo</em>,<em> </em>or a high school zombie thriller like <em>All of Us Are Dead</em>.</p>

<p class="has-text-align-none">What unites many of these shows and films, aside from big budgets and sleek productions, are the big, emotionally charged storylines around friendship, love, and loss. At the same time, <em>Squid Game</em> takes on late-stage capitalism, a cop show like <em>Stranger</em> explores the impotence of the separation of state powers, and the thriller <em>The Glory </em>seeks accountability for bullying and emotional abuse — all things that speak to a universal desire to right wrongs.</p>

<p class="has-text-align-none">In addition to audience and algorithms, Netflix also has deep pockets, and has been willing to spend heavily on things that work, even if they go counter to traditional Hollywood ideas about the importance of Western stars and directors. Netflix committed to investing $500 million into Korean content in 2021. By 2023, Netflix pledged to spend another $2.5 billion on Korean movies and TV shows. Further investments could come as early as this year.</p>

<h2 class="wp-block-heading has-text-align-none">Will all this success ruin K-dramas?</h2>

<p class="has-text-align-none">Netflix’s Korea strategy also benefitted from a few other trends: The covid-19 pandemic not only supercharged the transition to streaming, but also led Hollywood studios to halt the productions of many popular shows — and with it, viewers eager to find something new.&nbsp;</p>

<p class="has-text-align-none">All that coincided with a growing interest in K-beauty and K-pop, which contributed to a virtuous cycle: Many Korean pop stars moonlight as actors, and their music becomes quite literally the inspiration for new movies and TV shows. Case in point: <em>KPop Demon Hunters</em>, which is now the most-streamed movie of all time on Netflix. And yes, it’s made in the US, but its story is bound to get more people interested in Korean entertainment.</p>

<p class="has-text-align-none">The K-drama streaming boom has not been without downsides. Some critics fear that the global success of Korean dramas will lead the country’s film industry to water down its products, and for instance give up on exploring issues around class disparities that many of today’s K-dramas touch on. Here’s how Georgetown University assistant professor Jinaeng Choi put it <a href="https://www.georgetown.edu/news/how-korean-culture-found-its-way-to-more-screens-and-entered-a-k-pop-golden-era/">in an interview</a> last month:</p>

<p class="has-text-align-none">“When the spotlight gets this bright, the production logic can shift: bigger budgets, tighter schedules, higher expectations, more stakeholders. And when risk starts to look expensive, projects can drift toward what’s already proven — familiar beats, familiar casting, familiar pacing. The concern you hear is whether you end up with a handful of reliable templates, while the weirder, sharper, less algorithm-friendly stories have a harder time getting made.”</p>

<p class="has-text-align-none">There are also concerns that the global K-drama boom may shift the focus of Korea’s entertainment industry toward international audiences to make up for a struggling local market. South Korean box office sales fell <a href="https://asianews.network/south-korean-cinema-confronts-its-toughest-year-in-decades/">16 percent</a> through the first 11 months of 2025. And while theaters have rebounded from the pandemic in many European markets, and reached 80 percent of their 2019 totals in the US last year, Korean ticket sales are still around half of what they were before the pandemic.</p>

<p class="has-text-align-none">Park believes that one of the issues plaguing the country’s film and TV industry is its short-term thinking that prevents them from building lasting franchises. “Korean companies have been bad at keeping IP and retaining IP,” he says. “We give our IP to whoever pays for it, do one season of our story, and move on to the next one. I think that has destroyed our market.” Instead of building long-term franchises, Korean studios have traditionally treated shows as short-term projects, and sold all rights to local broadcasters. Streamers like Netflix, which likes to acquire global rights for its projects, could make this trend even worse, he worries.</p>

<p class="has-text-align-none">But there’s a caveat. “My disclaimer is: Thanks to Netflix, Korean content is here,” Park says.</p>

<p class="has-text-align-none">This goes both ways: Thanks to the success it has seen with Korean content, Netflix also feels emboldened to invest more in other markets that haven’t traditionally been seen as promising hunting grounds for global TV hits. The company is now producing originals in 50 countries and making significant investments in markets like Japan and India.</p>

<p class="has-text-align-none">Or, as Sarandos put it, speaking about the success of <em>Squid Game </em>in 2021: “It&#8217;s proving that great storytelling from anywhere in the world can entertain the world.”</p>

<p class="has-text-align-none"><em>For more data and insights on Netflix’s success with Korean dramas, </em><a href="https://www.lowpass.cc/k-flix-netflix-korea-special-report-free-download"><em>check out my free report: The K-Flix Phenomenon.</em></a></p>

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			<author>
				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[YouTube&#8217;s TV takeover continues with 24/7 streaming ‘Stations’]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/905787/youtube-stations" />
			<id>https://www.theverge.com/?p=905787</id>
			<updated>2026-04-02T09:12:24-04:00</updated>
			<published>2026-04-02T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" /><category scheme="https://www.theverge.com" term="YouTube" />
							<summary type="html"><![CDATA[When Coachella returns to YouTube next week, the music festival will be offering more than just live performances. Viewers will also be able to tune into something YouTube calls Stations — 24/7 linear streams preprogrammed with videos from artists performing at the festival, perfect for playing in the background or vegging out on the couch. [&#8230;]]]></summary>
			
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<img alt="Bruno Mars promotes YouTube’s new feature ‘Stations’" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/YouTube-stations.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none">When Coachella returns to YouTube next week, the music festival will be offering more than just live performances. Viewers will also be able to tune into something YouTube calls Stations — 24/7 linear streams preprogrammed with videos from artists performing at the festival, perfect for playing in the background or vegging out on the couch.</p>

<p class="has-text-align-none">Stations are essentially YouTube’s take on <a href="https://www.theverge.com/23680217/fast-services-tubi-roku-pluto-tv">FAST channels</a>: free linear streaming TV channels that have gained popularity on services like Pluto and The Roku Channel, and are now baked into the EPGs of most smart TV operating systems.</p>

<p class="has-text-align-none">One of the reasons FAST channels have become so popular is that they bring back passive leanback viewing, doing away with the need to find something to watch when you just want to hit play. As <a href="https://www.lowpass.cc/p/the-streaming-wars-are-over-youtube-won">YouTube viewing has grown in the living room</a>, the service has seen its viewers interested in the same thing.</p>

<p class="has-text-align-none">“I want to put something on,” says YouTube’s senior product management director, Kurt Wilms. “I want it to be hands-free. I want it to stay in the same lane.”</p>

<p class="has-text-align-none">YouTube quietly started testing these stations with around 40 bands and musicians in recent weeks, and plans to make the feature available widely in the future. One of the early adopters is Bruno Mars, who is currently <a href="https://www.youtube.com/watch?v=4J41KdZ3JR8">promoting his new album with a YouTube Station</a>.&nbsp;</p>

<p class="has-text-align-none">To a viewer, such a station looks a lot like a live broadcast, complete with an audience chat. Some YouTubers have actually used YouTube’s livestreaming feature to set up similar linear feeds. However, rolling something like this on your own isn’t exactly easy, as it involves broadcasting software running on a PC 24/7 to create livestreams from prerecorded assets playing in an endless loop. If the PC ever goes down, the stream stops.&nbsp;</p>

<p class="has-text-align-none">Stations are a lot easier to set up. “A creator can come onto YouTube, go into our studio product, set up a playlist of videos,” explains Wilms. “They click ‘Start Station,’ and we&#8217;ll do all the work to start the livestream for them.”</p>

<p class="has-text-align-none">YouTube isn’t ready to share a timeline for when Stations will be made available to all creators. Wilms is already thinking about taking the feature further and opening it up to regular viewers. “We&#8217;re going to democratize it,” he says. “Anyone will be able to go in, make a playlist, and click ‘Start a Station.’ That’s what we want to get to, ultimately.”&nbsp;</p>

<p class="has-text-align-none">Stations is just one of the features YouTube is looking to roll out to make its living room experience even more sticky. Earlier this week, the service <a href="https://blog.youtube/news-and-events/youtube-conversational-ai-tool-available-smart-tvs/">launched its conversational AI tools</a>, which debuted on web and mobile last year, within its TV app. With that, viewers are now able to ask a wide range of questions about a video with their TV’s voice remote.</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/Ask-tool-on-TV.gif?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="YouTube demonstrating a new AI tool interface" title="YouTube demonstrating a new AI tool interface" data-has-syndication-rights="1" data-caption="YouTube’s Ask tool on TV. | Image: YouTube" data-portal-copyright="Image: YouTube" />
<p class="has-text-align-none">Vievers can, for example, ask for substitutions while watching a cooking video, search for the moment a goal was shot during a soccer game, or even get more information about the biographical background of a creator. Answers are being presented next to the actual video and often include deep links to specific moments in the video. At times, YouTube also surfaces links to third-party websites for further reading, which viewers can access with a QR code.</p>

<p class="has-text-align-none">“The sky is the limit on how you can use it,” Wilms says, stressing that the Gemini-powered feature doesn’t require users to rely on specific predefined queries.</p>

<p class="has-text-align-none">YouTube is bringing its conversational AI to all TV platforms, which in itself is a testament to the power the streaming service has in the living room these days. Smart TV platforms generally like to be in control of their own voice search and assistant functionality.&nbsp;</p>

<p class="has-text-align-none">However, with YouTube now responsible <a href="https://www.nielsen.com/data-center/the-gauge/">for 12.5 percent of all TV viewing</a>, the service has been able to convince these platforms to hand over control of the microphone when viewers start a voice search while in the YouTube app — a rare exception that is often unavailable to other streaming services. This now allows YouTube to roll out its new conversational AI everywhere. “We&#8217;ve worked hard over the years with [our] partners to do voice routing for search,” Wilms says.</p>

<p class="has-text-align-none">Besides Stations and conversational AI, YouTube is also working on a new second-screen feature dubbed TV Companion. With it, viewers will be able to open the YouTube app on their phone and instantly see additional information about the YouTube video playing on their TV. This will, for instance, allow viewers to easily comment on a video, look for additional clips from the same creator, or control playback.</p>

<p class="has-text-align-none">YouTube’s TV Companion works without any kind of manual pairing, and even when the phone is not on the same Wi-Fi network, as long as both apps are logged into the same account. “This is all identity-based through the cloud,” Wilms says. “You don&#8217;t need to do any kind of dance with networking.”&nbsp;</p>

<p class="has-text-align-none">YouTube will continue to support traditional casting, but banks on the TV Companion feature to increase engagement in the living room. There’s no official launch date for this feature yet, but viewers won’t have to wait too long to try it out. “It&#8217;s going to start rolling out soonish,” Wilms says.</p>
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			<author>
				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[Meta gets ready to launch two new Ray-Ban AI glasses]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/901314/meta-new-ray-ban-ai-glasses" />
			<id>https://www.theverge.com/?p=901314</id>
			<updated>2026-03-26T12:27:58-04:00</updated>
			<published>2026-03-26T12:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="AI" /><category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Gadgets" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Meta" /><category scheme="https://www.theverge.com" term="Tech" /><category scheme="https://www.theverge.com" term="Wearable" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Meta and its AI glasses hardware partner EssilorLuxottica are getting ready to launch the next generation of their Ray-Ban AI glasses. That’s according to a series of FCC filings for two new Meta Ray-Ban [&#8230;]]]></summary>
			
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<img alt="" data-caption="Second-generation Ray-Ban Meta glasses. | Photo by Amelia Holowaty Krales / The Verge" data-portal-copyright="Photo by Amelia Holowaty Krales / The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/09/257979_RayBan_Meta_Gen2_AKrales_0117.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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	Second-generation Ray-Ban Meta glasses. | Photo by Amelia Holowaty Krales / The Verge	</figcaption>
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<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Meta and its AI glasses hardware partner EssilorLuxottica are getting ready to launch the next generation of their Ray-Ban AI glasses. That’s according to a series of <a href="https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfm?mode=Exhibits&amp;RequestTimeout=500&amp;calledFromFrame=N&amp;application_id=73Kc2o4BtndCmqXn1%2FffLA%3D%3D&amp;fcc_id=2AYOA-4010">FCC filings</a> for two new Meta Ray-Ban models that were published by the agency earlier this month.</p>

<p class="has-text-align-none">The filings describe the tested devices as production units, suggesting that Meta may launch them soon. When the company unveiled its second-generation Ray-Bans in late 2023, it did so a little over a month after the devices passed through the FCC.</p>

<p class="has-text-align-none">Meta did not immediately respond to a request for comment.</p>

<p class="has-text-align-none">As is customary, the FCC filings are heavily redacted, so we don’t know yet exactly what the two models will look like, or what new features they will offer. However, the filings did reveal a few interesting details: Some of the included documents identify the marketing names for the new models as “RayBan Meta Scriber” and “RayBan Meta Blazer,” while also noting that the “Blazer” model will be available in a regular and a large size.</p>

<p class="has-text-align-none">The documents do mention a charging case as being part of the tests, suggesting that the new Ray-Bans will once again feature a case you can use to charge them on the go.</p>

<p class="has-text-align-none">The model numbers for Meta’s Blazer and Scriber glasses are RW7001 and RW7002, respectively. That in itself is noteworthy, as currently available first- and second-gen Meta Ray-Ban model numbers range from RW4002 to RW4014. The big jump in the model number could suggest a significant hardware upgrade, perhaps including a newer chipset.</p>

<p class="has-text-align-none">Another difference between current-gen Ray-Bans and the two new models revealed in these FCC filings: The new models make use of the <a href="https://dongknows.com/5-9ghz-wi-fi-6-explained-how-unii-4-can-be-exciting/">Wi-Fi 6 UNII-4 band</a>, which could add reliability to high-speed data transfers — a feature that could come in handy for both livestreaming and any AI features that require live video transmission.</p>

<p class="has-text-align-none">Ray-Ban AI glasses have proven to be a hit for Meta and EssilorLuxottica: The two companies sold <a href="https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html">more than seven million pairs</a> last year, according to EssilorLuxottica’s most recent earnings report. Sales for 2023 and 2024 combined amounted to two million units. The company is looking to ramp up manufacturing capacity to 20–30 million units annually by the end of this year, <a href="https://www.bloomberg.com/news/articles/2026-01-13/meta-said-to-discuss-doubling-ray-ban-glasses-output-after-surge-in-demand%5C">Bloomberg reported</a> in January.</p>

<p class="has-text-align-none">Meta also expanded its partnership with EssilorLuxottica in 2025, launching a first pair of <a href="https://www.theverge.com/tech/779452/oakley-meta-vanguard-hands-on-smart-glasses-wearables">Oakley-branded AI glasses</a>, as well as a first pair of <a href="https://www.theverge.com/tech/779566/meta-ray-ban-display-hands-on-smart-glasses-price-battery-specs">Ray-Ban Display glasses</a> with an integrated monocular display. </p>

<p class="has-text-align-none">“Sales of our glasses more than tripled last year, and we think that they&#8217;re some of the fastest growing consumer electronics in history,” <a href="https://s21.q4cdn.com/399680738/files/doc_financials/2025/q4/META-Q4-2025-Earnings-Call-Transcript.pdf">said</a> Mark Zuckerberg during the company’s most recent earnings call, adding: “For Reality Labs, we&#8217;re directing most of our investment towards glasses and wearables going forward.”&nbsp;</p>

<p class="has-text-align-none">As part of this shift in priorities, Meta has been significantly reducing its VR investments. The company laid off 1,000 Reality Labs employees earlier this year, <a href="https://www.theverge.com/news/861420/meta-reality-labs-layoffs-vr-studios-twisted-pixel-sanzaru-armature">shuttered</a> multiple VR game studios, and followed up with <a href="https://www.businessinsider.com/meta-layoffs-job-cuts-ai-reality-labs-recruitment-2026-3">additional job cuts</a> Wednesday. As part of these cutbacks, Meta also planned to shut down its Horizon Worlds metaverse project in VR. However, the company <a href="https://www.lowpass.cc/p/meta-changes-course-on-horizon-worlds-vr-shut-down">reversed this decision last week</a> in response to pleas from VR users.</p>

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			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Paid streaming for cheapskates is having a moment]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/897098/cheap-streaming-howdy-roku" />
			<id>https://www.theverge.com/?p=897098</id>
			<updated>2026-03-18T17:35:46-04:00</updated>
			<published>2026-03-19T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Streaming is getting expensive: This week, Amazon Prime Video became the latest streaming service to increase prices. In addition to the annual $139 fee for Prime, consumers now have to pay $4.99 for ad-free [&#8230;]]]></summary>
			
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<img alt="" data-caption="Roku’s Howdy offers ad-free streaming for $2.99 a month." data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/08/roku-howdy-promo.jpeg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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	Roku’s Howdy offers ad-free streaming for $2.99 a month.	</figcaption>
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<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Streaming is getting expensive: This week, Amazon Prime Video became the latest streaming service to increase prices. In addition to the annual $139 fee for Prime, consumers now have to pay $4.99 for ad-free viewing. The increase comes after Netflix, HBO Max, Disney Plus, and Discovery Plus all raised their prices in 2025.</p>

<p class="has-text-align-none">Those price increases don’t go unnoticed. About half of US consumers think they’re <a href="https://variety.com/2025/digital/news/streaming-survey-cost-monthly-value-deloitte-1236342738/">paying too much for streaming</a>, and two out of three people who canceled a service in recent months say they did so because it was <a href="https://yougov.com/en-us/articles/53008-what-drives-americans-streaming-choices-in-2025">too expensive</a>.</p>

<p class="has-text-align-none">Roku is betting that many of those consumers turned off by high streaming prices will sign up for the company’s <a href="https://www.howdy.tv">Howdy</a> service instead. Launched in August, Howdy offers more than 10,000 hours of movies and TV shows, ad-free, for just $2.99 a month.</p>

<p class="has-text-align-none">Roku CEO Anthony Wood told the audience of an investor conference earlier this month that he has been closely involved in getting Howdy off the ground. “I personally think it’s going to be a huge business for us,” he said.</p>

<p class="has-text-align-none">With inflation picking up again, an aggressively priced streaming service for budget-conscious consumers does look like an intriguing bet. And with Roku now looking to bring Howdy to other platforms, cheap streaming may just be having a moment in 2026.</p>

<p class="has-text-align-none">First things first: Howdy is not directly competing with Netflix, HBO Max, or any of the other premium services. You won’t find any new TV shows or expensively produced original dramas on the service. Instead, its catalog is mostly made up of older titles. Think <em>Sleepless in Seattle</em>, the first <em>Paddington</em> movie, or largely forgotten series like <em>The Michael J. Fox Show</em>.</p>

<p class="has-text-align-none">“This is a lot of catalog content,” says Parks Associates entertainment research director Michael Goodman, using industry shorthand for titles making up Hollywood’s back catalogs&nbsp;</p>

<p class="has-text-align-none">While Howdy’s initial catalog didn’t exactly live up to its promise of offering “almost everything you want to watch,” Roku has been steadily expanding its library: Just this week, the company <a href="https://newsroom.roku.com/news/2026/03/roku-partners-with-texas-a-m-to-gift-incoming-freshmen/s-t5yvhn-1773745930">announced new deals</a> with Sony Pictures and Disney, as well as an extended partnership with Warner Bros., to beef up Howdy’s catalog.</p>

<p class="has-text-align-none">There’s also a fair bit of overlap between Howdy and Roku’s free streaming efforts: Many of Howdy’s titles are also available for free, with ads, on the company’s Roku Channel.</p>

<p class="has-text-align-none">The Roku Channel has been a massive success story for the company, with usage now surpassing that of Netflix among Roku households. Except not everyone wants to watch advertising. And even if you’re okay with the occasional ad break during a TV show, you might want to keep your movie nights ad-free.&nbsp;</p>

<p class="has-text-align-none">“There is not one business model that fits everybody,” says Goodman. Adding ad-free streaming to its portfolio is a smart move for Roku, he argues. “You need to have multiple platforms to reach the consumer.”</p>

<p class="has-text-align-none">Roku arguably has a long history of being able to reach budget-conscious consumers. The company never positioned its $30 streaming sticks as direct competitors to a $149 Apple TV device, and isn&#8217;t catering to people who spend thousands of dollars for the latest and greatest Samsung QLED. Instead, it became big by selling streaming dongles at cost at Best Buy and Walmart. And when it expanded into the smart TV space, it did so by teaming up with Chinese TV makers like TCL and Hisense, known for solid TVs that often retail for less than $500.</p>

<p class="has-text-align-none">With plans to be in 100 million households globally this year, Roku also has a built-in advantage when it comes to marketing Howdy. Search for a movie like <em>A Star Is Born</em> on Roku, and the platform will automatically suggest subscribing to Howdy for $3 a month. Do the same on a Google TV device, and all you get is an option to rent the same film for $3.99.</p>

<p class="has-text-align-none">Soon, you might be able to watch the Cooper-Gaga flick on platforms like Google TV with Howdy as well: Roku plans to bring the budget streaming service to third-party devices this year. “To become the scale of business I think it can be, it needs to be everywhere all major streaming services are,” Wood said about Howdy this month. “It needs to be international, [in] different countries. It needs to be off platform. It needs to be everywhere.”&nbsp;</p>

<p class="has-text-align-none">If Howdy catches on, other free streamers may follow with their own paid plans, predicts Goodman. “There is potential for this to expand to other services.”</p>

<p class="has-text-align-none">In fact, one could argue that one company has already embraced ad-free budget streaming: YouTube began offering its Premium Lite plan, which offers ad-free viewing of “most videos” for $8 a month, in the United States a year ago. (YouTube also offers a more full-fledged Premium plan that includes an ad-free music subscription, among other added benefits, for $14 a month.) Google hasn’t broken out how many subscribers Premium Lite has. Altogether, YouTube generated <a href="https://www.lowpass.cc/p/netflix-ps3-hulu-switch-apps-discontinued">about $20 billion with subscriptions last year</a>.</p>

<p class="has-text-align-none">The big question is whether Roku can grow Howdy while keeping content licensing costs low enough to actually make a profit with it. “Subscription growth at any cost — that’s not the model today,” says Goodman, alluding to the billions of dollars the industry poured into streaming a few years ago.</p>

<p class="has-text-align-none">When services like Apple TV Plus and Peacock launched in 2019 and 2020, respectively, they bet on undercutting Netflix with deeply discounted subscription plans — only to double the costs of those plans in the following years.&nbsp;</p>

<p class="has-text-align-none">Could the same eventually happen to Howdy subscribers? Goodman thinks so. “Over time, the price will rise,” he says.</p>

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