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"strategies to kill (1) and (2) ..." Hollywood doesn't want to kill Hulu (which it owns) or Netflix any more than it wants to kill Wal-Mart or theater chains.
by Steko 14y ago
"strategies to kill (1) and (2) ..."
Hollywood doesn't want to kill Hulu (which it owns) or Netflix any more than it wants to kill Wal-Mart or theater chains. The current threats to Hollywood profits are The Pirate Bay and YouTube and to a lesser extent RedBox. Netflix was briefly in a very favorable contract regime but that didn't last very long at all.
"The best way to 'win' is to never let them into the game."
This entire argument rests on the idea that Apple wants to "be in the game" -- i.e. become a big content company -- but that's what I'm contesting. And the whole thing falls apart because if it's bad for Apple that Disney acquires more content then why did Jobs sell Pixar to Disney?
- 001sky 14y agoHulu is worth $1-2B, maybe. Its a sacrificial lamb. To each individual shareholder, its a fraction of this "value". But Hulu is near "value-less" without its rights deals (see: failed IPO). [1] As for the rest, I think you mis-understand the logic. The Hollywood's strategy doesn't hinge on Apple's beliefs. In the same way that the strategy in Chess of Black may be pursued absent White understanding it. The greatest battles won, are those never fought (to paraphrase Sun Tzu) It used to be said tha Steve Jobs knew what a consumer wanted before he ever imagined it. It did not matter to Jobs if the consumer was unawares of the virtues of his future products. He built them anyway. Similarly, when trying purchase financial assets, it is best to do your buying when the rest of the market does not understand your strategy. That keeps the price down, competition at bay, and the liquidity high. Common sense says: this why hedge funds are secretive. __________ [1] Don't think for a moment that this is not fully understood, by the owners.