It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
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It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
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Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#2"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why."
The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#3"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why." The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win.
It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can't pay 50 cents a month for a grab-bag of the content you want; you pay the full monthly subscription for all of the content. If every service was like this, and the content was highly fragmented, I don't see why people would overpay for content they don't even want.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#4"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why." The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win. It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can…
I feel like this story has played out before but with a slightly different technology set...
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#5"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why." The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win. It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can…
The obvious solution seems like some kind of service which tracks all of the shows you watch and are interested in, and changes what service you subscribe to every month.
If there is a new season/show coming out on one service that you are interested in your next subscription will be that service, otherwise it is some kind of random/RR and you get a notification of which app to use this month.
All the shows are available to watch when you want, why bother to have all the subs always?
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#6Earlier quoted context omitted.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win. It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can…
The obvious solution seems like some kind of service which tracks all of the shows you watch and are interested in, and changes what service you subscribe to every month. If there is a new season/show coming out on one service that you are interested in your next subscription will be that service, otherwise it is some kind of random/RR and you get a notification of which app to use this month. All the shows are avail…
Because the argument for streaming services is _convenience_. And that's especially true when we're comparing them to piracy.
Having to switch streaming apps/programs every month is not convenient.
Having to wait up to a month to change services if I learn about a new show I like is not convenient.
Having to pay for multiple streaming services if I happen to like content by multiple producers is not convenient (or cheap).
The streaming industry honestly seems like a "prisoner's dilemma" like scenario. Each streaming company (presumably) benefits over their competitors by having exclusives and limiting where certain shows can be watched. But the streaming market as a whole is held back by this.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#7"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why." The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win. It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can…
The issue is there is very little good content out there. Cable before video games and the internet could charge a huge premium, but spread things out and you end up with a ‘History’ channel showing cheap ‘Ancient Aliens’ crap.
Similarly, break modern content among 5+ services and the content will be worse and simply not worth paying for. Just look a Hulu which has been free on PC and they still can’t compete with Netflix.
In the end my retired 70+ year old mother has Netflix, Amazon prime, and a premium Cable subscription, yet mostly just watches YouTube videos. For people with less free time and less disposable income their not going to maintain a subscription unless their watching something every month.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#8> Does the fact that there were four broadcast networks mean that one of them eventually prevailed, and the others disappeared? No. Was there a cable channel war resulting in one dominant cable network? No.
I get all 4 broadcast networks for free over the air. Cable channels are infamously bundled so if I get one, I have to get dozens, and it's essentially impossible for channels to fail in the market. These comparisons aren't like competing streaming services at all.
If you look at the actual cable service providers, there are very few. They're definitely prone to monopolies. Comcast (#1) would have bought Time Warner (#2) a couple years ago if the government (and everybody else) wanted to block it.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#9"For months now, journalists, industry insiders, and consumers have opined on who will “win” the streaming wars and why." The more streaming services there will be, the more likely it is that only thepiratebay and torrents will win.
I think it depends on the distribution of content amongst the services. If it's a Pareto distribution where the top few services own the majority of the content, then I think people will pay for the top services. On the other hand, if the good content is highly fragmented amongst dozens of services, then the torrents will win. It also depends on the business models. Right now, Netflix is "all or nothing" e.g. you can…
It also depends on whether content quality/quantity develops to where 1-2 services can satisfy someone by providing closely tailored content. Right now, a few streaming services can provide more than a person has time for, but only if they watch somewhat indiscriminately. This could satisfaction could be achieved with a power law distribution or perhaps a 3-4x increase in spending per service if the market grows sufficiently.
Re: It’s not a zero-sum game for Apple TV+, Netflix, and Disney+
#10The claim by the Comcast’s of the world has been that to get everything you previously had with cable you would need to pay a lot more, but what’s happening is that there is consolidation within the content provider side like Hulu now being part of Disney. So the total list of streaming services we might end up with is probably around 4-6, so if each one costs around $10 then that’s still way cheaper than most cable services that are still charging extra for “HD” service and stuff like that..
So next play is for somebody like Disney to buy an internet service provider or something? Otherwise comcast will start throttling all of their competitors more than they already are..