3 ms·

But Warner Media is still a small player compared to Amazon for example. I don't think they would close the TV channel, or even the concept of online streaming,

But Warner Media is still a small player compared to Amazon for example. I don't think they would close the TV channel, or even the concept of online streaming, but they may decide that it's more advantageous for them to merge with a competitor than try to support their own platform against giants that make 10x their revenue every year. Agreed on Apple for now, but as much as I think it'll take a decade for Netflix to "fail", I think Apple is fine with taking a decade to take over the market with Apple TV.

tptacek 5y ago
This argument is essentially equivalent to saying that giant tech companies will ultimately displace all media companies. At the point where you're predicting Amazon toppling Warner, you've basically decided there is no point in investing in anything but a tech company. The other possibility, I think more plausible, is that companies like Netflix will change what it means to be a media company, and media companies will grow to look more like Netflix and less like Viacom.
Jansen333 5y ago
If Bezos is not there, doubt the person running it will let primevideo burn overall profit. Investors will hunt down the CEOs to force to close it down. Amazon has a long way to go to build up their content. Netflix has huge catalogs now. Just look at their anime section...and tell me who else got that. Amazon has so few contents, most people will afford it thru piracy. As for prime, that is barely covering shipping costs for now. They basically bleeding on the vids. Netflix has direct revenue source from their subscription 100% dedicated for vids. They have netflix button in many tv remote. I have yet to see primevideo button on non-Amazon product prevalent as Netflix. Apple has huge following and customers and yet they cant beat spotify and facebook (remember ping?). Same goes with Microsoft for their bing, encarta and money. Same goes with google with their g+ (died twice). Same goes with Nokia. Same goes with BlackBerry. Same goes with BN vs Amazon. Same goes with Toyota vs GM. Same goes with Linux. It is really for Netflix to lose (e.g. stop making movies series) than for Amazon to beat them. Apple is good in their design. Apple movies now really pathetic in content. They only have appetite for huge profit and markup. Streaming has huge complex deals behind the scenes. Doubt Apple can make it after bleeding loses for a decade. Apple has been making Apple TV hardware for years. Yeah...slow and steady till they reach Netflix level after 5 decades?

tptacek 5y ago

This argument is essentially equivalent to saying that giant tech companies will ultimately displace all media companies. At the point where you're predicting Amazon toppling Warner, you've basically decided there is no point in investing in anything but a tech company. The other possibility, I think more plausible, is that companies like Netflix will change what it means to be a media company, and media companies will grow to look more like Netflix and less like Viacom.

Jansen333 5y ago

If Bezos is not there, doubt the person running it will let primevideo burn overall profit. Investors will hunt down the CEOs to force to close it down. Amazon has a long way to go to build up their content. Netflix has huge catalogs now. Just look at their anime section...and tell me who else got that. Amazon has so few contents, most people will afford it thru piracy. As for prime, that is barely covering shipping costs for now. They basically bleeding on the vids. Netflix has direct revenue source from their subscription 100% dedicated for vids. They have netflix button in many tv remote. I have yet to see primevideo button on non-Amazon product prevalent as Netflix. Apple has huge following and customers and yet they cant beat spotify and facebook (remember ping?). Same goes with Microsoft for their bing, encarta and money. Same goes with google with their g+ (died twice). Same goes with Nokia. Same goes with BlackBerry. Same goes with BN vs Amazon. Same goes with Toyota vs GM. Same goes with Linux. It is really for Netflix to lose (e.g. stop making movies series) than for Amazon to beat them. Apple is good in their design. Apple movies now really pathetic in content. They only have appetite for huge profit and markup. Streaming has huge complex deals behind the scenes. Doubt Apple can make it after bleeding loses for a decade. Apple has been making Apple TV hardware for years. Yeah...slow and steady till they reach Netflix level after 5 decades?