Netflix vs. YouTube

Good morning! YouTube stars KSI, Logan Paul, and MrBeast are teaming up to make “[Lunchly](”, a rival to Lunchables that will contain a Prime energy drink, a Feastables chocolate bar, and a “[variation of food](”. Today we’re exploring: - YouTube vs. Netflix: The battle for attention never stops. - Cereal offenders: America is losing patience with the grocery industry. - Boring is beautiful: Utilities is the best performing stock market sector this year. Have feedback for us? Just hit reply - we'd love to hear from you! TOGETHER WITH [RAD AI Logo](   With its stock up ~50%, an almost ever-rising sub count, a silver medal in this year’s [Emmy rankings](, and analysts and [publications]( tripping over themselves to crown it victor of the streaming wars, Netflix has had a pretty strong 2024 so far. Indeed, when pitted against NFLX on almost any measure — subscriber numbers, revenue per subscriber, award hauls — big names like Disney+, Prime Video, and Apple TV+ often come second best to the company that started out mailing DVDs in the late 1990s. But, there is one video service that stacks up against Netflix on a couple of the most important metrics. According to monthly Nielsen data reported by [Variety](, Americans spend more time streaming YouTube content on their TVs than they do from any other service. For the last 6 months, a quarter of all time spent streaming on US televisions has been on YouTube, as Americans of all ages flock to the Alphabet-owned video-sharing platform for their entertainment fix. That’s an impressive amount of attention considering that YouTube doesn’t have to pay a dime to commission, produce, or license its content upfront. Its users just upload it for free (and then share in the advertising proceeds if eligible). [Which makes more revenue? Read more on Netflix vs. YouTube.]( [Read the full story on web](   Years of inflation are grating on the national mood, with polls repeatedly finding that price rises are the most important [issue]( for Americans — and the public is starting to blame the grocery industry itself. Gallup’s annual [Work and Education survey]( for 2024, released last week, asks Americans about their feelings towards US industries, and found that two major food sectors — grocery and restaurant — are now rated much less highly than a year ago. While the restaurant industry was still rated favorably overall, with 52% of adults surveyed viewing the sector as very or somewhat positive, this was down from 61% in 2023. However, favorable opinions of the grocery industry fell by 8%, with just 33% of participants having a net positive view of the sector, marking the first time since 2001 that Americans have expressed a net negative rating of the grocery industry. To toggle between the individual years, [click here for interactive chart.]( With food prices still hovering near [all-time highs](, this may not come as much of a shock, and a recent string of bacterial outbreaks and product recalls are likely to have contributed to the record-low confidence in the US government’s [food safety assurances](. Interestingly, America’s favorite industry is that of the people who fill much of our grocery store shelves, with farming/agriculture the most positively rated industry, scoring 64% in the latest survey. So, it seems that we tend to like the people that grow our food more than the people that sell it. Meanwhile, America’s view of the sports industry has significantly improved, with positive views of the sector up 11% from 2023 — presumably, Team USA topping so many podiums at the [Paris Olympics]( didn’t hurt. Retail, accounting, and even the federal government also saw their public perceptions improve. America’s least-liked industries? Pharmaceuticals and advertising/PR with just 20% of respondents having a “very or somewhat” positive view of those sectors. [Read this on the web instead](   [Sponsored by RAD AI]( AI tech startup with 2X revenue is open for investment High-growth tech startup RAD AI has more than doubled its revenue1 since last year — and we’re only in Q3! With Fortune 1000 customers like Hasbro, Omnicom, and other beloved brands like Sweetgreen and Skechers, this [AI-driven technology is disrupting the marketing industry](, with a past record of nearly 3.5X ROI across client campaigns. With over $35M raised from 7,800+ investors, the company is backed by big names like Fidelity, Adobe Fund for Design, and senior employees from Google, Amazon, and Meta. [Now is your time to join them: RAD AI is scaling up](. Today’s share price is $0.50 with 15% in bonus shares through 9/302. [Claim 15% bonus shares before 9/30.2 Invest Now]( [Claim 15% bonus shares before 9/30.2 Invest Now](   The stock market story of the year has been all about artificial intelligence (or maybe the [Fed](, if you’re more of a “zoom out” person). But, despite Nvidia’s inexorable rise and the ongoing dominance of the Magnificent 7, it’s good old fashioned utility stocks — think electricity, water, and gas companies — that are leading the market this year, up more than 27%. That’s better than the Information Technology (+26%) or Communication Services (+25%) sectors. So, why are utility stocks soaring? We never know exactly why any stock is doing anything, but in this case the market seems to be seeking exposure to utilities for two reasons. Firstly, after years of tighter monetary policy, we’re close to getting a cut in interest rates, lowering the borrowing costs for utility companies, as well as making their high dividend yields relatively more attractive to income-seeking investors. The second reason is more fundamental. Many utilities stocks are indirectly exposed to AI (and you thought this story was about something else), by powering the ever-growing demand for data centers. In fact, the best performing stock in the Utilities sector of the S&P 500 is a little-known company called Vistra Corp., which only joined the index in May, and has soared more than 130% this year. The second-best performing is Constellation Energy Corp. (+71%), which is America’s largest owner and operator of nuclear power plants. [Read this on the web instead](   More Data - Larry Ellison, chairman of software company [Oracle](, has dethroned Jeff Bezos as the world's second-richest person, with a net worth of $206 billion. - Sunday’s [Emmy Awards]( drew an average audience of 6.9 million — 54% more than the all-time viewership low set at last year’s ceremony. - Gilead reported that its twice-yearly shot reduced HIV infections by 96% in its [second large trial](. - New McKinsey study finds that women now comprise 29% of executive-level [C-suite positions](, up from just 17% in 2015. - Upper crust: An oil painting of an Uncrustable sold for ~$5K at an [online auction](… though it’s still out-stacked by the $700 million of [crustless sandwiches]( that the brand shifted last year. Which company’s valuation has jumped from $5M to $70M in under three years?3[RAD AI](, which leverages AI technology to deliver real results for brands like Hasbro and Sweetgreen. Learn about the opportunity to invest and [claim 15% in bonus shares through 9/30.](1 3 RAD AI's valuation and share price are set by the Company. There is currently no public market for RAD AI's stock. Past performance is not indicative of future results. Ad   Hi-Viz - How LA’s streaming gold rush left Hollywood film and TV workers [in the dust](. - Do you know enough about America to pass a [US citizenship test](? - Great BBC investigation into why shooting from [outside the box]( is soccer’s dying art. Off the charts: Which company, famous for throwing certain kinds of (quite boring) “parties”, has sealed its fate by filing for bankruptcy? [Answer below]. [Answer here.](   Thanks for stopping by! Have some [feedback](mailto:daily@chartr.co?subject=Feedback&body=Hi, I like the newsletters, but I had a thought for you...) or want to [sponsor this newsletter](mailto:advertising@sherwoodmedia.com?subject=I’m interested in advertising with Sherwood Media)?   Not a subscriber? Sign up for free below. [Subscribe](   Advertiser’s disclosures: 1 2023 fiscal year end revenue can be found in [Form C](. 2 A minimum investment of $1,000 is required to receive the time based 15% bonus shares by 9/30. This is a paid advertisement for RAD AI’s Regulation CF offering. Please read the [offering circular]( and related risks at [invest.radintel.ai](. Equity crowdfunding investments in private placements, and start-up investments in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investment through equity crowdfunding tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. 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