Also: by acquiring Gimlet, @ApplePodcasts could have original, exclusive audio content. (If they don't, they'll lose all those shows to Spotify, who will certainly make it exclusive)
And Apple's streaming service could make original TV and movies from Gimlet's IP.
It's WIN-WIN.
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If Apple wants to win against Netflix and Spotify in the world of streaming, they should start where they have the biggest advantage: PODCASTS. 60% of listeners use
@ApplePodcasts. They own the biggest podcast directory. They have editorial control over what gets featured.4 odpowiedzi 1 podany dalej 12 polubionychPokaż ten wątek -
W odpowiedzi do @mijustin
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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W odpowiedzi do @ideasasylum
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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W odpowiedzi do @mijustin
Also random thought: Netflix (and other streaming services) don’t want to “win”. They want people to use their services *just* enough to keep paying their monthly subscription and recommending it to others but not too much because bandwidth costs money.
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W odpowiedzi do @ideasasylum
Netflix wants to win, in the sense that most consumers will only pay for one streaming service.
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W odpowiedzi do @mijustin
Do you think? I pay ~€7 for Netflix, €15 for Spotify for the whole family but ~€34 for Sky (satellite TV, and many people would pay >€80). I think the future will be a multitude of smaller subscriptions, maybe more niche-focused.
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W odpowiedzi do @ideasasylum @mijustin
With satellite TV, the company tightly controlled the distribution infrastructure (actual satellites, dishes, decoders, etc. I guess this is ~the same for cable) That’s why all the channels needed to get on there so they could get into every home
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W odpowiedzi do @ideasasylum @mijustin
With streaming services, there’s approximately no infrastructure advantage (and therefore big capital costs). They can be offered cheaper, so consumers can purchase many of them, and they’ll be able to niche down a bit. See for example Disney launching their own steaming service
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W odpowiedzi do @ideasasylum @mijustin
Or not
We’ll have pints in 10 years and find out who’s right1 odpowiedź 0 podanych dalej 1 polubiony
I'm setting a reminder! 
Wydaje się, że ładowanie zajmuje dużo czasu.
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