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Disney to Acquire Twenty-First Century Fox

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Re: Disney to Acquire Twenty-First Century Fox

#352

Earlier quoted context omitted.

Netflix is on the trajectory to becoming a monopoly, yes. HBO is hamstrung by its lucrative cable tv deals in the US, which prevents it from competing effectively with Netflix in the streaming market. They will keep making money hand over fist from cable tv until suddenly they don’t. If Netflix is Google, HBO is Yahoo. Amazon in this analogy, of course would be Bing. At a glance they seem to have what is required to…

If HBO is hamstrung by lucrative deals, then it stands to think that HBO's own deal making has prevented them from usurping Netflix. To my knowledge, I haven't heard of Netflix having overtly anti-competitive behavior but I'm all ears for examples. It seems as though HBO is capable of competing, but they have to make a risky play and get out from their cable TV bubble to do so, which is no fault of Netflix. If anythi…

To my knowledge, I haven't heard of Netflix having overtly anti-competitive behavior but I'm all ears for examples.

I’ not aware of any either, but one does not have to engage in anti-competitive behavior to become or be a monopoly.

If anything, this shows that the monolithic telecoms that have large stakes in these cable TV brands are facilitating monopolies elsewhere because likely competitors are locked into their current markets

Yes, that’s right. But like HBO, they are trapped by their business model.

Re: Disney to Acquire Twenty-First Century Fox

#353
post #345

Earlier quoted context omitted.

In the long term only content matters, not distribution. Netflix has built a very technically impressive distribution platform, but it is only as valuable as the content they have the rights to deliver. It will only get easier and easier to make a distribution platform as the technologies required get cheaper, and the body of knowledge of how to do it grows. Disney's content library is already far more valuable than…

This is one of my problems with Copyright law. If we as a society are going to grant someone a monopoly over an idea. Then they should have to allow distribution via multiple channels and not restrict the content to just approved or exclusively owned distributions channels I should be able to watch the shows I want on what ever streaming services I choose to use, be it netflix, Hulu, Amazon, etc. One should not have…

If copyright were a more reasonable term (say a 20 year term with registration for a 20 year renewal, which would allow most works to be available quickly, but also allow creators to control their works for the majority of their lifetime), then there would be less of an issue.

e.g. the early seasons of MASH would now be public domain under this rule, so they would probably be available on every single streaming service, as would the first two generations of Disney features with the 3rd generation starting to become available at the end of the 20s.

And this doesn't even capture the opportunity cost of all the works we don't have because of long copyright terms. Under today's rules, Tchaikovsky's estate would have held the copyright for his ballet still in 1959 and the Disney version could not have been made.

Re: Disney to Acquire Twenty-First Century Fox

#354
post #344

Earlier quoted context omitted.

1) no. From Inception of the Internet until 2005 they were regulated under Title II, from 2005 until 2010 there were loose rules on a case by case basis, from 2010 to 2015 there was the Original Open Internet Order as a direct result of Comcast Bad Actions, which were struck down by the Courts so in 2015 the ISP;s were moved back to Title II in order for the Open Internet Order to be Enforceable 2) Good for you, Are…

1) Thanks for the clarification. 2) Cable and DSL are the two I'm thinking of. (Though AT&T has just rolled out fiber-to-the-home, Comcast probably will too soon.) I'm currently paying Comcast $20/mo (intro-rate) for 16mbs. It's not broadband, but it's plenty for streaming Netflix, etc. I don't need broadband. 3) I'm also hoping that any abuses will encourage competition of ISPs.

As for 3), current market forces are clearly not sufficient to create good competition across most markets. It's extremely capital intensive to build a wired, to-the-home network.

Heck, look at Google Fiber. Even Google threw in the towel and said 'no more', basically.

Re: Disney to Acquire Twenty-First Century Fox

#355
post #344

Earlier quoted context omitted.

1) no. From Inception of the Internet until 2005 they were regulated under Title II, from 2005 until 2010 there were loose rules on a case by case basis, from 2010 to 2015 there was the Original Open Internet Order as a direct result of Comcast Bad Actions, which were struck down by the Courts so in 2015 the ISP;s were moved back to Title II in order for the Open Internet Order to be Enforceable 2) Good for you, Are…

1) Thanks for the clarification. 2) Cable and DSL are the two I'm thinking of. (Though AT&T has just rolled out fiber-to-the-home, Comcast probably will too soon.) I'm currently paying Comcast $20/mo (intro-rate) for 16mbs. It's not broadband, but it's plenty for streaming Netflix, etc. I don't need broadband. 3) I'm also hoping that any abuses will encourage competition of ISPs.

2) Not if you want to stream 4K content, or do anything else while streaming HD Content...

And that is just with Today's Usage, the problem is one this type of service is ingrained it will be hard to get rid of it, so we will either never see the next new technology because the gate keepers will have killed it, or if we do it will be prohibitively expensive for the average consumer

One reason 4K is getting such good adoption is open internet.

Under a Closed Internet we are moving to we will see an EXTREME slow down in technology improvement.

Re: Disney to Acquire Twenty-First Century Fox

#356
post #199

Earlier quoted context omitted.

It's not so black and white. Stratchery posits consolidation may promote competition at the distribution layer, where Netflix presently stands to dominate: "To that end, might it be better for consumers, not-so-much today but ten years from now, if Disney were fully empowered to compete with Netflix? What is preferable? A dominant streaming company and a collection of content companies trying to escape the commoditiz…

Is Netflix approaching monopoly? If anything I've seen a ton of competition coming up from the likes of Amazon, HBO, and a billion smaller services.

Yeah, Netflix is a monopoly, or almost a monopoly.

Amazon Prime is basically US-only. HBO gets hired during GoT season and then dumped.

Meanwhile, the majority of the people out there have Netflix. We even see ads on the streets and all over the place, while the other two competitors are still inexistent.

Re: Disney to Acquire Twenty-First Century Fox

#357
post #340

Earlier quoted context omitted.

HBO? I went to kubecon last week and one of the keynotes was from the HBO team which detailed how they transitioned from ec2 to k8s on aws the past two years...

HBO's streaming strategy has been a little strange. They built one streaming product internally that wasn't particularly great and couldn't handle a lot of the huge traffic spikes they see with things like new Game of Thrones episodes. They then contracted out to BAMTech to build a second nearly identical streaming product. BAMTech previously specialized in live event streaming, so they were better able to handle hug…

Wow, HBO really sounds like a hot mess. I have heard from someone there that they have high turnover as well. I guess it should be no surprise.

Re: Disney to Acquire Twenty-First Century Fox

#358
post #322

Earlier quoted context omitted.

They don't have a broad enough basket of content. This is covered in the linked article, read around this quote: > Moreover, not only does 21st Century Fox have a lot of content, it has content that is particularly great for filling out a streaming library: think The Simpsons, or Family Guy; according to estimates I’ve seen, in terms of external content Fox owns eight of Netflix’s most streamed shows

Yea, but they could invest in new content aside from 21st Century Fox... Netflix didn't build up their original content via acquisitions, they invested in content creation... Disney could do similar, especially with the various IPs they already control.

Sure, perhaps there's a difference to be drawn between "is in competition" and "is competitive".

Disney is currently able to _try_ to compete, but their new streaming service is not competitive due to a lack of content, and won't be for years if they try to build up their portfolio organically as Netflix did.

If they bought 21st Century Fox, then arguably they would be immediately competitive with Netflix.

This is a classic build vs. buy decision, where (regulatory concerns notwithstanding) it's often better to buy as a well-funded new entrant that's trying to catch up with an incumbent.

Re: Disney to Acquire Twenty-First Century Fox

#359
post #199

Earlier quoted context omitted.

It's not so black and white. Stratchery posits consolidation may promote competition at the distribution layer, where Netflix presently stands to dominate: "To that end, might it be better for consumers, not-so-much today but ten years from now, if Disney were fully empowered to compete with Netflix? What is preferable? A dominant streaming company and a collection of content companies trying to escape the commoditiz…

Is Netflix approaching monopoly? If anything I've seen a ton of competition coming up from the likes of Amazon, HBO, and a billion smaller services.

http://fortune.com/2015/10/08/netflix-bandwith

Netflix 35% of internet traffic; AMZ Video 2%. I'd say it looks like it.

Re: Disney to Acquire Twenty-First Century Fox

#360

So what are the next movie franchises to get Disney-ized, like they did to Star Wars? All the super hero stuff, I get, but that's not the only thing that 21st Century makes is it?

Fox owns a bunch of production rights that they haven't been using, especially Marvel. E.g Hulk, X-Men etc.
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