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15min chapter
Matthew Ball — Into The Metaverse (EP.225)
Infinite Loops
Evolution of Competition in Streaming Video Industry
This chapter explores the dynamic competition within the streaming video and digital subscription industry through stages of access-based, content, and platform competition. It delves into how companies like HBO and Disney leverage their pricing power and unique assets to create value for subscribers. Additionally, the chapter discusses the significance of infrastructure, talent development systems, and intangibles in shaping the competitive landscape and the challenges in developing emerging technologies like AR glasses.
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Discover
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