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Timestamps are as accurate as they can be but may be slightly off. We encourage you to listen to the full context.
In this episode, Derek Thompson analyzes his essay "Everything Is Television," exploring how diverse media formats are converging into a single form: continuous short-form video streams. (02:06) Thompson first reads a condensed version of his essay, then discusses it with hosts Ben Smith and Max Tani from Semaphore's Mixed Signals podcast. The conversation examines how social media, podcasts, and even AI are all gravitating toward television-style content, creating what Thompson calls an "attractor state" where all media inevitably becomes endless video flow. (08:26)
Main themes:
Derek Thompson is a staff writer at The Atlantic and host of the Plain English podcast. He is the author of the bestselling book "Abundance" and has spent nearly 17 years analyzing economics, politics, culture, and media trends for major publications.
Ben Smith is co-host of Semaphore's Mixed Signals podcast and a prominent media journalist. He previously served as media columnist for The New York Times and editor-in-chief of BuzzFeed News.
Max Tani is co-host of Semaphore's Mixed Signals podcast and covers media and politics. He has extensive experience reporting on political figures and media industry trends.
Thompson introduces the mathematical concept of an "attractor state" to explain media evolution. (19:02) Just as a marble dropped in a bowl will eventually settle at the bottom regardless of its initial path, all media platforms—whether starting as social networks, podcasts, or AI tools—inevitably evolve toward television-style content. This isn't coincidence but a fundamental gravitational pull in the attention economy. Understanding this pattern helps explain why Facebook shifted from social networking to video consumption, why podcasts are becoming video shows, and why AI tools like Sora are essentially building new forms of TikTok.
Thompson references Raymond Williams' 1974 analysis that television was the first medium to create "flow" rather than discrete, bounded experiences. (22:06) Unlike books, plays, or even radio programs that had clear beginnings and endings, television introduced continuous streaming content. Modern platforms like TikTok and Instagram Reels represent an even more perfect expression of this "flow" than traditional TV. Users don't open these apps to watch specific content—they open them to get lost in an endless stream, making the algorithm more important than any individual piece of content.
There's a crucial distinction between different types of charisma in modern media and politics. (38:38) Some politicians are magnetic in person but wooden on camera, while others excel at straight-to-camera performance. This "television charisma" requires comfort with the medium, understanding of narrative, and the ability to transmit authenticity through a lens to an unseen audience. Success in modern politics and business increasingly depends on mastering this skill, as evidenced by figures like Zoran Mamdani, who went from 0.5% polling to winning NYC mayor largely through TikTok mastery.
Rather than everything simply getting dumber, Thompson observes a "barbell effect" in media consumption. (30:41) Extremely short content (4-second TikToks) and extremely long content (4-hour podcasts) are both succeeding, while middle-length content is being hollowed out. Platforms like Joe Rogan and Lex Fridman create sophisticated multi-hour conversations about complex topics, while viral political content often comes in 15-second clips. This suggests audiences are bifurcating into those seeking deep engagement and those consuming bite-sized content, with traditional formats caught in the middle.
Thompson reveals that books function more as "boulders dropped in a lake" than standalone products. (49:54) The real value isn't the book itself but the conversations, podcasts, and discussions it generates. More people consume content about successful books than actually read them. This explains why television appearances like Fareed Zakaria's show move more book sales than podcasts—TV provides a teaser that motivates purchase, while podcasts often give away too much content, satisfying the audience's curiosity without requiring them to buy the book.