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 …
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Apple has a huge opportunity here: Turn the "
@AppleMusic" subscription into an all-you-can-eat streaming buffet: - TV - Movies - Premium podcasts - Audio books - Music The pitch: "Instead of paying for Hulu, Netflix, Audible, and Spotify, get AppleStream."Pokaż ten wątek -
BTW - Apple is *already* investing in original content for their new streaming service. They've already bought the rights to a new thriller series by
@MNightShyamalan.https://www.theverge.com/2018/2/27/17059138/apple-tv-thriller-series-m-night-shyamalan …Pokaż ten wątek
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Do they want to win or just provide an alternative?
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They definitely want to win.

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Is this actually true? I assume Apple podcast is on itunes, or only on apple products? That must limit them quite a lot? I mean android has like 70% market share in europe, and Spotify is on both Android and ios.
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They're already putting iTunes on Samsung TVs: https://www.theverge.com/2019/1/6/18170797/samsung-2019-tvs-itunes-support-airplay-2 …
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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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Wydaje się, że ładowanie zajmuje dużo czasu.
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