the glory days of the CD album), spend peaked at $100 per capita. They already do that. Now they’re getting there, and now they’re getting to the point where they’re saying, “You know what I really value? It’s very simple. In 2021, the company will launch an ad-supported version of HBO Max. It seems to me they’ve got this weird ask they’re spending billions of dollars on, and yet still not spending a lot of time telling people about. One of Matthew Stafford’s passes made the top 10 longest throws by air distance yards of the 2020 season, according to Next Gen Stats. They have been very aggressive in launching new ones, and also very aggressive in cutting back those who don’t work. Parler begins to come back online with the help of a Russian tech company. Usually these two things are pretty split. So that doesn’t work. Netflix is just in the $300B business of selling content. Because I just watched The Sopranos over the last few months through my Amazon Prime sub. Separate to that is when you say, “What is it that Netflix is scared of Disney doing?” Disney is not going after that five-and-a-half hours per day of video consumption. As analyst and venture capitalist Matthew Ball noted on Twitter, the fact that people are stuck at home “will give every new, nascent and yet-to-launch OTT … No one ever programs for the audience they don’t have. Yeah. Then you have those who have been first to market, such as Netflix. That content is still going to resonate. Many of these telecom providers also offer music services such as Spotify, Pandora, and TIDAL free, too. In the simplest way, I think what they’re trying to do is replicate what Amazon has been doing for several years. Thank you for coming. Or I want to hear what you think of that argument. Yeah, I can see lots of things you could do with Despicable Me 1, 2, 3, and all of those. Actually, I think I’m going to do video gaming. Next. You had something to do with NBCUniversal/Comcast. The company’s first big hits were shows like Transparent, which Ball described as “coastal, upper-income programming” aimed at early adopters of Amazon Prime. NBCUniversal and Sky exited to Comcast, a telecom, while Time Warner sold to AT&T, a telecom. That makes it very ruthless for those who are left, and if you believe that it’s not going to get to 10, it’s very hard to see how many people are going to win. You’re not feeling awesome. Matthew Ball. But again, there are not 300 million Americans saying, “I want to watch five-and-a-half hours of YouTube.”. That’s a terrible experience. The partners did not like that. You said Disney has stuff that they do value enough, the brand is meaningful enough, it’s going to work. The Capitol rioters put themselves all over social media. It also could make games more accessible. As said before, if you wanted to be a late entrant, there is no better gateway asset than HBO on earth, and the reality is, no matter how good Disney is, Disney’s still starting from zero. Which is to say, the Fire TV is now in, I think they said 36 million homes in the United States. There’s always this question of, what is Amazon going to do with live sports? And I decided that I’d just walk in and try to introduce myself. 1/ Every new year tends to be seen as the one where Netflix will start to feel Big Media fight back 2019 looks right! Follow Vox online: Site search Search. I connected with a guy, Ted Hope, who now runs original movie production at Amazon. Do you throw in other stuff and make that free? Four or five years ago, the marketplace was constantly looking at Amazon and saying, “Well, this is it. But that’s the point. So when we take a look at the WarnerMedia offering, and I don’t know any of the details there, the content can be really strong, but the value proposition is a little bit unclear. Then you have the channels program, which is the primary seller of HBO, Showtime, and Starz, and so forth. No. We know that Disney’s huge advantage here is their IP is so stellar. If you’re not hanging out in LA, it’s the Brooklyn of LA. Below, we’ve shared a lightly edited full transcript of Peter’s conversation with Matthew. Yeah. It was one of those catch-22s where if it’s bad, no one cares and it doesn’t help you. newsletter. The skill set required to develop games there were very different than at home, where you could have a 20-hour story. Then we get to Transparent. They’re all these strange inheritances that we’ve gotten from the old world, that do or do not position you well. The big tech companies never tried to kill the media industry, nor did it really invade it. When you spoke a minute ago about the fact that audiences are going to pay $7 for Netflix, or rather ... $7 for Disney and then $12 for Netflix, you have to look at it at a broader context. It was going to Google in 2004. We all believe news is important – culturally, politically, educationally – but few people are willing to spend even the smallest sum on a daily paper. And I think one of the things that’s important about that is, back in 2012, that is what the Prime subscriber base looked like. Netflix is over. “To some extent, it doesn’t matter how much an audience member knows what’s what or where it’s coming from in the same way an Amazon customer doesn’t care if it’s fulfilled by Amazon, shipped by Amazon, or an Amazon Basics,” Ball said. Their price point is low, but even if it were twice that, it’s not going to convince someone who’s watching, on average, 60 hours per month of Netflix, “You don’t need it anymore, because now you’re spending $8 on Disney.” They’re complementary. So isn’t some of it just demographic? Usually, along ... and it’s great. They have a stunning brand. And so, I just started doing that. At Amazon, we took a British series, Top Gear. At the beginning of this, you were explaining how the bundles have great value to customers, lots of people have argued that persuasively, it seems pretty clear that, like, you’re better off paying one small fee. You think they’re in. And I connected with him and that was prior to me going to the Chernin Group. The global theatrical box office is only $41B, a surprisingly low sum given its share of the watercooler. Gaming is going to grow a lot in the future. You ’ re going to love what we would today consider pay TV is now in, think... 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