And it’s only a matter of time—perhaps a couple of years—before movies will be streamed on social-media sites. For Facebook, it’s the natural evolution. The com

And it’s only a matter of time—perhaps a couple of years—before movies will be streamed on social-media sites. For Facebook, it’s the natural evolution. The company, which has a staggering 1.8 billion monthly active users, literally a quarter of the planet, is eventually going to run out of new people it can add to the service. Perhaps the best way to continue to entice Wall Street investors to buoy the stock—Facebook is currently the world’s seventh-largest company by market valuation—will be to keep eyeballs glued to the platform for longer periods of time. What better way to do that than a two-hour film? This might begin with Facebook’s V.R. experience. You slip on a pair of Oculus Rift glasses and sit in a virtual movie theater with your friends, who are gathered from all around the world. Facebook could even plop an advertisement next to the film, rather than make users pay for it. When I asked an executive at the company why it has not happened yet, I was told, “Eventually it will.” Really interesting point - would expect to see Facebook/Netflix converge on this idea, perhaps even enter some type of M&A action. If it were legal, perhaps Alphabet would be wise to move first and bolster YouTube with Netflix content to create a quasi monopoly on video content - both user created and studio produced. The other giant player to consider would be Amazon with Twitch and their original series as well. Seems like a bit of a fight to the bottom, but I'm not sure what the margins/financials look like for these businesses.