Video seems so fragmented compared to retail and it's unclear to me why that is. Why is there a Hulu, Netflix, Prime Video, and Disney when we just have Amazon?
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Why is there not a marketplace for video content like there is for almost everything we consume? Why are still selling Netflix shows? Can't Netflix just pay content creators per view? Or how about let content creators price however they want, marketplace takes a X% cut?https://twitter.com/ttmygh/status/1158551232153362433 …
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I think it's because high-end video content is not fragmented enough to make a vibrant marketplace. Suppose you had a marketplace that had every movie on the planet except for Disney's. Disney could opt-out and do just fine. Apple's iPhone is similar but:https://twitter.com/EricRichards22/status/1158556183294369793 …
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Top 5 studios have 85% of the movie market according to wikipedia: https://en.wikipedia.org/wiki/Major_film_studio … Really seems like the suppliers have a lot of power in this market.pic.twitter.com/J6gxepAOEs
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Why we don't have a movie marketplace, from
@bgurley http://abovethecrowd.com/2012/11/13/all-markets-are-not-created-equal-10-factors-to-consider-when-evaluating-digital-marketplaces/ …pic.twitter.com/Ksj6gPfZKn
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YouTube is this marketplace, right?
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It is, but it's interesting that this model hasn't been adopted by the high-end not user generated content.
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Netflix can pay the most because of their global subscriber base, and it’s a lot to make one big deal than 180 different market level deals or more that are all pay per view?https://stratechery.com/2019/netflix-flexes/ …
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