People do not necessarily want to watch movies. They are looking for content with fewer interuptions. This raises two interesting points:
1. content does NOT have to come from traditional content providers anymore. We are all used to snippets and reality shows, so it will not be too long before you find content aggregators that will start to do distribution of thematic content (like car crashes, stupid videos, wedding drama's or grass root versions of "Cheeters", etc... ) that will leverage PC + TV for playback (in the living room) and the internet supply chain for distribution (to the living room). All of the components in that supply chain FLANK traditional actors, studio's, networks and distribution mediums. Where is netflick in that chain?
2. As ASP look to diversify there annuity income and revenue stream, plus leverage their captial investment in infrastructure and storage, look for THEM to form buying groups to become the next local "virtual" video store. The constraint of the PPV infra model is the cost off the equipment and infra... ironically that infra is ALL OVER THE PLAC to support the ASP model. So look for something to break there. the only challenge right now is DRM. Looks like the empire may have that in place and all we need now is to get the PC to the TV or the XBOX to the TV. Eitherway, that's the future mr. Netflicks... Nice to see you are on the bandwagon early... now mix up your content and grandfather those content aggregators and start to publish your own online TV shows....
"I'm a college student looking for a new laptop, but almost all of my media I receive digitally. I'm looking for a laptop, not a netbook, without an optical drive, and budget sensitive. The optical drive will just be a waste of space, when I can have thinner laptop. What's out there?"
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People do not necessarily want to watch movies. They are looking for content with fewer interuptions. This raises two interesting points:
1. content does NOT have to come from traditional content providers anymore. We are all used to snippets and reality shows, so it will not be too long before you find content aggregators that will start to do distribution of thematic content (like car crashes, stupid videos, wedding drama's or grass root versions of "Cheeters", etc... ) that will leverage PC + TV for playback (in the living room) and the internet supply chain for distribution (to the living room). All of the components in that supply chain FLANK traditional actors, studio's, networks and distribution mediums. Where is netflick in that chain?
2. As ASP look to diversify there annuity income and revenue stream, plus leverage their captial investment in infrastructure and storage, look for THEM to form buying groups to become the next local "virtual" video store. The constraint of the PPV infra model is the cost off the equipment and infra... ironically that infra is ALL OVER THE PLAC to support the ASP model. So look for something to break there. the only challenge right now is DRM. Looks like the empire may have that in place and all we need now is to get the PC to the TV or the XBOX to the TV. Eitherway, that's the future mr. Netflicks... Nice to see you are on the bandwagon early... now mix up your content and grandfather those content aggregators and start to publish your own online TV shows....