3 ms·

I wouldn't write them off yet. Disney, Apple and Amazon seem the only real competitors as this is a game of scale. Disney is even more content limited and bett

I wouldn't write them off yet. Disney, Apple and Amazon seem the only real competitors as this is a game of scale. Disney is even more content limited and better for kids. Apple never got it right, cant see them fixing it now. And Amazon stuffed it between their mixed model where half the stuff you want to watch has extra fees + generally limited inclusive content, though the prime membership might buy that back. Both Disney and Amazon will fix the back catalogue with money I would guess, something Netflix should have done more aggressively before the competitors arrived. While Netflix content is on the decline, there is a huge inertia in the best existing catalogue + 200million subscribers. It does surprise they haven't flooded extra content on the price increase as that is a good way to justify to users. Nothing worse than feeling there's a lack of content + pay increase. My guess is Netflix keeps building the moat with content creation/ownership and we'll see mergers start kicking in as groups with back catalogues like HBO & NBC realise gaining/holding subscribers on smaller catalogues is hard and there more value in selling than renting. Who forks out more money at this point will probably win. Wild card is sport, that can be attractive and sticky if someone merges that in.

Semaphor 5y ago
> Wild card is sport, that can be attractive and sticky if someone merges that in. Amazon Prime Germany has been showing me adverts, that they have soccer/football games (not sure what league or if there is an extra cost associated as I don’t watch sports), so they are at least in some regions already there.
- chihuahua 5y ago
  I know some people in Germany who are watching football on Amazon Prime Video. They get some Champions League games, but not all.
FinalBriefing 5y ago
What do you mean by "Apple never got it right"?
- monocasa 5y ago
  Yeah, Apple's content has been some of the best, particularly for such a new player. I was shocked at how they became an HBO equivalent in about two years.
  - monetus 5y ago
    A bunch of people in this thread share your opinion, but I consistently feel like they have the worst writers on average. Most of their shows have poison pills. Foundation had representations of math akin to the hacking from hackers(1). See didn't have many societal mechanics based around... Not seeing - this seemed especially silly with the warfare. Ted lasso and mythic quest are the best, but suffer from the "a little bit for everyone" curse. I like what they're going for, but I've been wondering if they can't hire writers from the same talent pools as the other services or if it just that they are new. https://youtu.be/77j0afbaNOk https://youtu.be/77j0afbaNOk
    - monocasa 5y ago
      I guess I was able to give foundation a pass on that simply because of the fact that there is by definition no way to express an unknown branch of mathematics. The sin of hackers was that we knew at the time what mid 90s hacking offense looked like. We don't know what a new branch of math in the year 10,000 dependent on many branches ofath also unknown to us in the year 2020 looks like or what tools and processes mathematicians would use to help them manage that complexity. At that point is sort of give the writers/vfx carte blanche to make it at least look really sweet since accuracy is off the table anyway.
      - pas 5y ago
        Foundation's problem is not with "math visuals", but that it's amazingly bad. Cliffhangers so dumb that made me vow never to pay for that show. Plotlines so weak I was wishing they'd just show more of the bland visuals in quiet. Pacing so fucked Asimov is going to rise up and bitchslap them. (Of course in the books there is some mention of how the math looked. Just a fuckton of equations on a wall :D)
dehrmann 5y ago
> I wouldn't write them off yet. Disney, Apple and Amazon seem the only real competitors as this is a game of scale. Their play here might just be waiting for Paramount+ and Peacock to throw in the towel and license their catalogs.
- gingerrr 5y ago
  As a consumer that's exactly what I'm waiting for, I don't need yet another streaming service. Would rather save my money and let those niche streams starve
  - dehrmann 5y ago
    Exactly; what we all want is a Spotify/Apple Music situation for video streaming, but it sadly never happened. This is where I'd like government to step in and require content licensing. If you offer it on your platform or for physical sale, you have to offer it to other streaming providers at a reasonable (this is complicated) price.
    - epolanski 5y ago
      That would break lots of copyright laws.
namelessoracle 5y ago
The HBOMax model of "get the theatrical release today" has been good to us so far. I really enjoyed Dune at home. But they keep rotating things in and out their catalog for some reason, and things that could be on there aren't. I hear rumors alot of content that should be in their portfolio has streaming rights tied up in Hulu atm which doesnt help them.

Semaphor 5y ago

> Wild card is sport, that can be attractive and sticky if someone merges that in. Amazon Prime Germany has been showing me adverts, that they have soccer/football games (not sure what league or if there is an extra cost associated as I don’t watch sports), so they are at least in some regions already there.

chihuahua 5y ago
I know some people in Germany who are watching football on Amazon Prime Video. They get some Champions League games, but not all.

FinalBriefing 5y ago

What do you mean by "Apple never got it right"?

monocasa 5y ago
Yeah, Apple's content has been some of the best, particularly for such a new player. I was shocked at how they became an HBO equivalent in about two years.
- monetus 5y ago
  A bunch of people in this thread share your opinion, but I consistently feel like they have the worst writers on average. Most of their shows have poison pills. Foundation had representations of math akin to the hacking from hackers(1). See didn't have many societal mechanics based around... Not seeing - this seemed especially silly with the warfare. Ted lasso and mythic quest are the best, but suffer from the "a little bit for everyone" curse. I like what they're going for, but I've been wondering if they can't hire writers from the same talent pools as the other services or if it just that they are new. https://youtu.be/77j0afbaNOk https://youtu.be/77j0afbaNOk
  - monocasa 5y ago
    I guess I was able to give foundation a pass on that simply because of the fact that there is by definition no way to express an unknown branch of mathematics. The sin of hackers was that we knew at the time what mid 90s hacking offense looked like. We don't know what a new branch of math in the year 10,000 dependent on many branches ofath also unknown to us in the year 2020 looks like or what tools and processes mathematicians would use to help them manage that complexity. At that point is sort of give the writers/vfx carte blanche to make it at least look really sweet since accuracy is off the table anyway.
    - pas 5y ago
      Foundation's problem is not with "math visuals", but that it's amazingly bad. Cliffhangers so dumb that made me vow never to pay for that show. Plotlines so weak I was wishing they'd just show more of the bland visuals in quiet. Pacing so fucked Asimov is going to rise up and bitchslap them. (Of course in the books there is some mention of how the math looked. Just a fuckton of equations on a wall :D)

dehrmann 5y ago

> I wouldn't write them off yet. Disney, Apple and Amazon seem the only real competitors as this is a game of scale. Their play here might just be waiting for Paramount+ and Peacock to throw in the towel and license their catalogs.

gingerrr 5y ago
As a consumer that's exactly what I'm waiting for, I don't need yet another streaming service. Would rather save my money and let those niche streams starve
- dehrmann 5y ago
  Exactly; what we all want is a Spotify/Apple Music situation for video streaming, but it sadly never happened. This is where I'd like government to step in and require content licensing. If you offer it on your platform or for physical sale, you have to offer it to other streaming providers at a reasonable (this is complicated) price.
  - epolanski 5y ago
    That would break lots of copyright laws.

namelessoracle 5y ago

The HBOMax model of "get the theatrical release today" has been good to us so far. I really enjoyed Dune at home. But they keep rotating things in and out their catalog for some reason, and things that could be on there aren't. I hear rumors alot of content that should be in their portfolio has streaming rights tied up in Hulu atm which doesnt help them.