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> Long term, we'll probably wind up with a couple of major marketplaces that provide a UI that ties together content bundles that you've purchased from different distributors (who will actually serve up their catalogs).

If you actually had something like that, it could know that you watched Cosmos on Netflix and then suggest physics lecture videos from Open Courseware. It could suggest YouTube videos alongside Hollywood movies.

Which is exactly what the studios don't want, because they want you watching only their content. That is the real reason they're so obsessed with DRM -- they want creating that to be prohibited by law, because it would allow a free market for content curation instead of allowing the major studios to control it.

It's the same reason they don't like Netflix. Netflix is producing their own content and is happy to accept content from small players. It's not a fully open market but it's still too much like real competition.

But fragmentation isn't going to save them. People aren't going to subscribe to a dozen separate streaming services each with their own incompatible interface.

Hopefully they'll realize that sooner rather than later and decide that it's better to have open interfaces and protocols than let someone else (i.e. Netflix) have market power.




I think your comments about the power are largely spot on - and bigger players can make a move for their own streaming services, but smaller ones will need to band together (not necessarily via an all-in-one subscription service like Netflix, but via some sort of content platform/store/whatever).

That said, I think that the curation aspect is something that studios aren't overly concerned about - they just hate that a direct competitor is stealing their profit and making their own content. If Netflix wasn't being as aggressive (or wasn't being so damn profitable; or wasn't negotiating prices with the studios), I don't think that the content creators would be trying to run away so quickly.

I hope that open protocols win out, that's the best solution here for everyone (and would be the ideal "major marketplace" in my parent comment). That said, it may just wind up being an organisation owned by a consortium/cartel of studios (or even some other third party) that's contractually obligated to "fairness".


"there are “only two ways to make money in business: One is to bundle; the other is unbundle.” - Jim Barksdale

https://hbr.org/2014/06/how-to-succeed-in-business-by-bundli...


"We don't want the consumer to make better choices, we want them to make our choices, they need to conform to our marketing plans"




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