There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound
Video, Peer-to-Peer (“P2P”) payment services and mobile devices largely drive data creation of approximately 3 billion gigabytes per day. How do you leverage these macro trends in your business?
Sure, Amazon’s Alexa-powered devices are nifty, but there’s only one AI king of the jungle - Google. Google benefits from more nodes on the network - i.e. more input data from which to learn - than any other single technology platform. “Google By the Numbers” or “How We Feed the AI”: Google processes 63,000+ search … Continue reading “Google By the Numbers” or, “How We Feed the AI”
When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday's "Apple Event" didn't engender confidence in the firm's content strategy. Anchored by a curated, walled garden approach, Apple's strategy seems mired in the early 2000's at a time when young people have migrated to … Continue reading Apple’s Strategy – The Good, The Bad & The RetroPremium
Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow
Last week we wrote about autonomous video games where visual elements of video games are self-created via machine learning. This week's news is equally inspiring whereby Google announced its massively-scaled cloud gaming entry "Stadia" which perhaps only Google could pull off. See our "Key Takeaways" and more below. KEY TAKEAWAYS:Revenue model and pricing were not … Continue reading Google “Stadia” – Cloud Gaming’s New Giant
Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?