As long as consumers’ media interaction channels are steadily showing growth on channels that Google et al deliver through, then I expect the SPOF to continue d

As long as consumers’ media interaction channels are steadily showing growth on channels that Google et al deliver through, then I expect the SPOF to continue developing into a moat through network effect building. People’s preferences can change very slowly, and choice of media especially for social reasons looks like one of those cases. It is changing rapidly at the margins, but look how many are turning on a TV for the football game this Sunday.