What’s Tech?
A bunch of announcements and activity this week around the forthcoming streaming battles. It seems that the tipping point has finally arrived with cord cutting that content providers are going all-in on direct to consumer streamers with Disney+ garnering 10m subs in 24 hours (likely a record).
The forthcoming landscape is not sustainable as subscribing to Disney, Netflix, Hulu, Peacock, Apple TV+, Amazon Prime, etc. will run you more than cable. Walls are being built and there will be consolidation but these are all big players so interesting to watch esp as others enter the fray with boxes meant facilitate like Verizon did this week.