The Equity Kicker - Latest Comments in Internet TV – it’s the end of the world as we know it

Re: Internet TV – it’s the end of the world as we know it

ways to fall asleep — Sun, 28 Feb 2010 14:56:11 -0000

I think the answer to all your questions is or will eventually be yes. Don't forget Google is a media company

Re: Internet TV – it’s the end of the world as we know it

pc satellite tv — Thu, 14 Jan 2010 02:31:48 -0000

This is great! I think reading this, I loved every word. Seriously, keep posting the good information, bloggers like myself need it.

Re: Internet TV – it’s the end of the world as we know it

Fred Destin — Sat, 18 Nov 2006 14:06:48 -0000

This is a good post but I disagree with a few items, most notably that STB's disappear or that programming stop to matter.

STB's are much better than PC's at delivering a dedicated media centric experience. I think the future is one of dedicated high performance devices that are updated seamlessly and configured on the web.

In the world of 10,000 channels programming in fact matters deeply. GoogleVideo fails because it is built on a pure search paradigm. Users cannot all do their own programming, in fact the mainstream wants programming. And programming does not stem only from crowdsourcing. You will need a mix of "evolved" linear programming and user filtering.

Finally there is an important issue with quality. The internet is not a broadcast network and services like Akimbo offer a quality that is not sufficient for most. Maybe the Venice Project has the answer; but in the meantime broadcasting infrastructure will continue to matter for any full length, quality sensitive content (unless suddenly the download model becomes ubiquitous, but that would assume elegant or no DRM).

Re: Internet TV – it’s the end of the world as we know it

alan patrick — Fri, 17 Nov 2006 10:30:30 -0000

And some comments on the comments:

Re social networks, social media etc - yes, its part of the story - but the big thing will be owning the metadata. Or designing a must have CPE PC of course.

Re Google...it is now (imho) mainly an Ad Media business and is interested in Search (or Video) insofar as it transports Ads....but this too will change when every home owns an IP Video pipe....and Video search is very different so another player may be able to bypass / acquire a bypass company.

One of the current debates (aka the Netflix Gambit) is that there is not enough uncontended broadband capacity. We shall see.......

We are writing a more complete article on all this, plus the Mobile element, should get it finished in the next week or so.

Re: Internet TV – it’s the end of the world as we know it

alan patrick — Fri, 17 Nov 2006 10:04:58 -0000

Hi Nic

The relevant bits on my blog are mainly MyPCTV and the IPTV ones.

Business model wise, the main issue for IPTV plays is that they have to subsidise a STB and higher SLA typically, as well as Big Media content deals, vs a Web2.0 style "free ride" over existing assets to the TV.

The "tipping point" - and its a good argument to have right now - is the rate of migration of the PC into the living room.

Re: Internet TV – it’s the end of the world as we know it

leafar — Fri, 17 Nov 2006 08:12:38 -0000

Gerald.
I think we need to turn your consideartion around.... Google is from the start a media company.... and search technology is its waves.
So every media company will need tech to survive. It could filtering technology or other mediation related tech.

Re: Internet TV – it’s the end of the world as we know it

nic — Fri, 17 Nov 2006 07:22:51 -0000

Hi Geraldine - I think the answer to all your questions is or will eventually be yes. Google is a media company (albeit a v.v.v.v. high growth one)

Re: Internet TV – it’s the end of the world as we know it

Gerald Joseph — Thu, 16 Nov 2006 14:26:47 -0000

Good post,
I'm pondering what the strategic and business model implications will be.

Will the major networks ink a joint venture to move television to the internet before Google, Yahoo, and MSN?

If the future of television is the internet then shouldn't major networks acquire social networks, social media sites, and internet video companies?

Will Google end up with television and internet advertising being the major driver of revenue?

Will Google continue to be considered a tech, search, or internet company? Or Will everyone-traders, investment bankers, analysts, etc.-admit that Google's a media company and expect the stock to trade at a media company p/e ratio?)

Re: Internet TV – it’s the end of the world as we know it

nick gogerty — Thu, 16 Nov 2006 14:23:11 -0000

we make an video podcatcher/RSS reader that will allow for keyword feeds to be created in the next release. www.inclue.com

We are going to bake the (clunky) www.feedgit.com into inclue! people will be able to create a watchlist for video clips based on keywords from youtube, google video and others.

give us a try. We are a small team that has spent 18 months building the app and are currently looking for VC.

Re: Internet TV – it’s the end of the world as we know it

leafar — Thu, 16 Nov 2006 09:27:37 -0000

I am sorry but the two post are in French but you can use a GoogTranslator.
The first one is about a book call The End of TV, it's birlliant : http://ulik.typepad.com/lea...

The second is about a book written by a friend called "The Peer Age : the "pay-off" choice of free" sorry for the poor transaltion and I used The buggle video to explain why it was a brilliant reading.
http://ulik.typepad.com/lea...

His book just came out but it's a redo a of a 2004 version (which is in english) and was very prospective at the time:
The Entertainment Industry is Cracked, here is the Patch that can be dowloaded here :
http://www.google.com/searc...

It's fun to see that we are thinking in the same way. Hoepfully the Web3 is not too far.

Re: Internet TV – it’s the end of the world as we know it

nic — Thu, 16 Nov 2006 06:35:18 -0000

Thanks Mike. The guys at Blinkx I know, but Doovle is new to me.

Re: Internet TV – it’s the end of the world as we know it

Mike Butcher — Thu, 16 Nov 2006 03:31:52 -0000

Video search: Blinkx.com? Doovle.com?