Cable bundles could morf into net flicks in the future, just the way t at they're growing. They wanto take the whole p they wonto take the whole pot, i should say. By definition ther integrtin both parts. And their bet is there can't have so much compelling content to be such a part of the fabric of people's lives. It would be interesting to wonder how much that bundles can acost in five es time. I don't think they cn be giving it up very easily yet. But my guesses they have price increases scheduled out well into the future.
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor
Links
- Ben Thompson: Netflix Flexes — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: Apple Should Buy Netflix — Stratechery
- Ben Thompson: Why TV Has Resisted Disruption — Stratechery
- Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
Hosts
Podcast Information