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Actually its not true at all. There is a real and growing market for people who just want old cable packages but served over the internet (something Google know
by enos_feedler 5y ago
Actually its not true at all. There is a real and growing market for people who just want old cable packages but served over the internet (something Google knows about). They have the cash and technical chops to make the best service for this. It aligns with some other things (Stadia, Youtube, Android TV/cast) to round out a total home/living room offering. Home is core for google (hubs, cams, routers, etc) and they do well at it.
Also, the competition is faltering. SlingTV lost NBC regional sports networks in April. I now must move over to Youtube TV. I think the competition gets stronger here, including Apple getting into the space with a live TV offering at some point. Amazon probably too with its sports rights.
Youtube TV is both important for Google, but also a way they can make Roku weaker. At the end of the day, I don’t think Google, Amazon or Apple really want another strong competitor in the living room. Don’t give them youtube TV.