From a sell side note this morning: “Netflix will spend more on content this year ($17B) than TSMC will spend on capex ($15B). One makes Tiger King and Ozark. The other makes 50% of the world's computer chips.” Irrelevant, but still striking.
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It’s going to be a very steep power law, like other big tech winners, imo.
You sure? This looks more like the airline industry to me. There is too much concentration on the supply side. Disney has a huge chunk of all IP. Doesn't feel like the same winner-take-all marketplace outcome we're used to. Could be people subscribing to many "channels".
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People will prob sub to #1-2 (Netflix, Disney) then “channels”.
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Is negotiating with a "scale distributor," which will probably be Apple, Google, Roku, nflx, Amzn, +wireless that much worse, if any, than negotiating with four cable cos and two satellite cos with actual monopolies and customers that can't switch in 10 mins online.
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