First thoughts: If I was Gimlet, I'd be knocking on Apple's door to get a competing offer. Why? Apple is launching a streaming TV service. Apple needs content IP for original TV shows and movies (to compete with Netflix). Gimlet has this! https://twitter.com/nwquah/status/1091496410392875008?s=21 …
What would Apple win if they won this war? Honestly it seems better to sell the shovels than get involved in the low margin entertainment business (except as is necessary to bootstrap demand for their hardware)
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Subscription revenue!
They want some of that "Netflix money"
They've evaluated the upside, and are already investing (BIG!) in original content.
https://www.theverge.com/platform/amp/2019/1/30/18202831/apple-tv-streaming-tim-cook-earnings-call-investors-disney-netlflix-hulu …pic.twitter.com/6ZRHmUXoGc
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I’m still not convinced. Netflix is not profitable but Apple wouldn’t like you to justify your next AppleTV/iPhone/iPad purchase and if a locked-in exclusive content channel helps that then they play the game.
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