DISQUS

The Equity Kicker: More on the future of TV

  • Scott Eblen · 3 years ago
    Seems like MTV was listening to your comments about the demise of traditional TV channels. They've announced the launch of dozens of narrowly focused web sites (referred to as "channels" here) for very specific audiences. Seems like it could be a savvy short-term move if they can build new ways to monetize interest in particular shows.

    By the way, looking forward to meeting you tomorrow at MediaTech.
  • alan patrick · 3 years ago
    Good post, was blogging on same subject so added a bit and cross linked, my article is here
  • tomo · 3 years ago
    I notice you don't have any of the ecosystem type platform providers anywhere in the mix. although, i do believe goog to be a major player in that space so they are accounted for but under the auspices of content aggregation. i'm thinking salesforce.com or msft with their .net will play a big role in turning the internet into the 4th network...radio, print and tv being the first three :)
  • nic · 3 years ago
    Thanks for the comments guys.

    Scott - I'm seeing a lot of positive stuff from MTV - they might have the nouse to transition to a new type of aggregator

    Tomo - I think you are right, to start with the web will be the fourth big network - but overtime I think it will (might) subsume the other three as all content is delivered via the web.
  • tomo · 3 years ago
    Nic, I concur.....even without the parenthetical might :) Bottom line is that delivering anything that can be broken down into 1s and 0s is going to be more efficient than delivering by the other three. While that theory applies to many services or products, I am really referring to advertising because, at the end of the day, advertising is what makes the other three possible and without it they don't work. The internet on the other hand, works without advertising and was up until 11 or so years ago. I'm not ignorant enough to think the internet would be where it is today without advertising because surely the $15B a year online advertising market has subsidized a large portion of the internet as we know it. Evidence of this is happening with google and their metro wifi service that they are giving away for free in mt view. It is free(subsidized) because goog will generate more $$ selling advertisements that you'll be the recipient of than charging you $20 a month for the access.

    I mentioned the .net and Apex because they have the potential to be a global trading platform for goods and services. Apex currently has many isv's that have built services o top of the Apex platform which customers can purchase, set up, use and integrate with all sorts of business functions. Ten years ago getting setup on a CRM, financial system for invoicing, etc would take years and cost tens of millions. Today it can be done in a matter of minutes for less than the cost of a desktop pc. When this type of platform is available to the global population you will see, at least imho, a shift in distribution of wealth that is closer to a state of equilibrium than what we see currently.