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.
Matthew Ball is the CEO of Epyllion, which makes angel investments, provides advisory services, and produces television, films, and video games.
He’s also a Venture Partner at Makers Fund, Senior Advisor to KKR, Senior Advisor to McKinsey & Company, and sits on the board of numerous start-ups.
Matthew is one of the sharpest and most original thinkers on the future of media and the Internet (i.e. The Metaverse). The fully revised and updated edition of his bestselling book "The Metaverse: Building the Spatial Internet" releases next week.
Important Links:
Show Notes:
- Into The Metaverse
- AI and The Metaverse
- ‘AI Can Bend the Laws of Physics’
- Human Engineering and the Human Brain
- Screens and Education
- The Reflexivity of AI Doomerism
- The Salvation of the ‘TV Species’
- From Passive Media to Active Media
- ‘What’s An Appropriate Simulation?’
- ‘We Don’t Outlaw Fire, We Train Firemen’
- Applying the Precautionary Principle
- Media and the Metaverse: Three Stages of Competition
- The Enduring Value of Taste
- Hardware and AI: The Vergence-Accommodation Conflict
- The Emperor of the Metaverse
- MORE!
Books Mentioned: