Content Is King Content is King to quote Sumner Redstone. At CEORater we spend a fair amount of time thinking about content. Over the past 24 months we have considered the following for our platform: 1.) video streaming of earnings calls with associated analytics 2.) employee video reviews 3.) business news (original and third-party) and…
Technology news items that caught our attention this week:
U.S. venture capitalists didn’t fund this Duke professor’s powerful facial recognition platform, so the Chinese government did: Link
Gamers rule the world. Now they have their own stadiums: Link
Everyone Wants Their 15 Minutes of Fame
It’s a primary reason why Instagram “Stories” are so popular. That and the feature’s ease-of-use. Instagram has created an engaging, almost frictionless user experience that enables anyone to vlog their life in a series of micro videos with a 24-hour shelf life – i.e “Stories”. Stories is the platform feature that single-handedly kneecapped Snap before its March 2017 IPO (we reviewed in our piece about CEO overreach). We covered the “Stories” topic in episodes 58 and 67 of our CEORater Podcast.
Snap recently countered by opening its Stories feature to platforms outside of snapchat whereas Instagram remains within Facebook’s walled garden. Were the two platforms equal, Snap’s counter move likely would have provided an advantage. However, the two platforms are not equal. Instagram continues to enjoy the ease-of-use advantage over snapchat (a powerful advantage) and Facebook’s walled garden is an expansive one with 2 billion-plus monthly active users (“MAUs”).
Mobile Devices that Best Leverage Social Media Platforms Will Win
The “Stories” feature matters not only for social media companies but also for mobile phone OEMs as consumers increasingly record and consume mobile video. Therefore, mobile phone camera features, in-phone storage (external storage devices add friction to the user experience) and battery life will increasingly matter.
Here’s a look at four mobile phones across attributes:
Platform Cloud Vendors Also Win
Facebook stores Instagram videos. Google stores Snap’s content. Expect cloud service leader AWS (Netflix on AWS) to make its mark as companies that were built on top of AWS roll out video content (Amazon/Open Tube?)
The mobile video phenomenon extends beyond user-generated content to professional content. For example, Steven Soderbergh’s forthcoming theatrical feature – “UNSANE” – was recorded entirely on an iPhone.
We published CEORater Podcast episode 120 subsequent to posting this article.
A Disney Fox deal could be announced as early as this week. “Content is King” to quote Sumner Redstone, and Disney in recent years has loaded-up on content (Pixar, Marvel, Lucasfilm) to push through its OTT network – BAMTech. Fox’s movie library would further bolster Disney’s original content library – feeding BAMTech’s demand for content. We fully expect that post-deal close Disney will begin to pull Fox content from Netflix’s platform similar to how it plans to pull its content from Netflix beginning in 2019. Listen to the CEORater Podcast to learn more: Ep. 93: Netflix Loses In A Disney Fox Deal.
AT&T Ought to Be Allowed to Acquire Time Warner “As Is” AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in…
Good article by Wired. Here’s a recent review by Mark Kermode: