The Prof G Pod with Scott Galloway

State of Play: The Streaming Wars — with James Andrew Miller

Feb 24, 2022
James Andrew Miller, an investigative journalist and author of 'Tinderbox,' dives into HBO's unique branding and its evolution amid the streaming wars. He discusses how HBO differentiated itself through artistic freedom, even as Netflix rose to prominence. The conversation shifts to Apple's ambitions to disrupt industries and reach $1 trillion in revenue, highlighting potential new revenue streams. The struggle of traditional news outlets in a rapidly changing media landscape also comes into focus, underscoring the complexities of content consumption today.
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ANECDOTE

HBO as Status Symbol

  • Scott Galloway's father frequently mentioned only watching HBO.
  • He used this as a status symbol, similar to how people mention prestigious schools.
INSIGHT

Apple's Great Heist

  • Apple can "steal" market share by entering new sectors with its strong brand and execution.
  • Its diverse assets, including iOS and trust, position it for growth.
INSIGHT

Apple's Disruption of Payment Processing

  • Apple's move to turn iPhones into payment terminals threatens companies like Square.
  • By simply updating software, Apple instantly creates a billion credit card machines.
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