Stratechery YouTube TV, Wiz, and Why Monopolies Buy Innovation
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Mar 24, 2025 Explore the cutting-edge features of sports streaming with YouTube TV, including their unique mixed-gender multi-view during events. Learn about the intense competition among streaming giants like Disney and Amazon, and discover how Google's $32 billion acquisition of cybersecurity firm Wiz could reshape its cloud strategy. Dive into the strategic implications of Murdoch's NFL deal and the challenges that streaming platforms face in securing sports rights. The future of streaming is unfolding with innovation and fierce rivalry!
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Multi-View Madness
- Max offers multi-view for March Madness, but only for games on Warner Bros. Discovery channels.
- YouTube TV offers a better experience by including CBS, enabling viewers to watch all games.
Virtual MVPD Advantage
- YouTube TV's multi-view advantage stems from its nature as a virtual MVPD.
- This allows access to all cable channels, unlike traditional MVPDs limited by cable access.
Multi-View Mechanics and Cost
- Google's multi-view pre-mixes streams on servers to accommodate less powerful devices.
- Google spent $2 billion on NFL Sunday Ticket, seemingly for multi-view functionality, highlighting its strategic importance.