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What can you learn from the guy who built the iPod?
Channels with Peter Kafka
Will We See Capitulation in Streaming?
Will we see capitulation in streaming? My guess is eventually. Think it's going to happen in the next 12 or 18 months, cause i think plans are too embedded. But over the next five years, it seems very likely. We have two massive companies, amazon and apple, that are dumping and pouring tons of content. And if you look at what apple's doing, they're not struggling because they're not moving faster in media. They're having a tremendous amount of success. And that should scare everybody. That's what i'm getting at. Peter daniel is not changing his strategy base on what investors want him dli.
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