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  • May 9th, 2020 @ 11:03am


    Nope. Look at this list. Netflix's Extraction is the most pirated movie. Anyone in the world can get access to that movie by subscribing for a very reasonable fee.

    The only countries that don't have Netflix are China (because of the Chinese government, not Netflix) and a few other basket cases like Syria and North Korea. I doubt access to the latest movies for cheap is their most pressing concern.

    So that ends all arguments that piracy is caused by lack of access or prices being too high. Piracy is caused by people who want something for nothing.

    But the question of whether piracy matters is different. Piracy clearly doesn't matter because it's not stopping Netflix from making Extraction 2.

  • May 9th, 2020 @ 10:59am

    piracy doesn't matter

    Piracy is not caused by lack of access to content, price or any of the other excuses. Piracy is caused by successful marketing, which creates demand, which generates revenue and also generates piracy, which simply follows along in the wake of success, because there will always be someone who wants something for nothing as long as they don't expect to be caught and punished.

    Case in point: the most torrented movies list includes Netflix's Extraction at #1, which is widely available all over the world and the subscription is a pittance. My Netflix is $9/month, if you can't afford that measly sum, how do you afford the internet or electricity for that matter?

    So all the blather about piracy is utterly and completely pointless. Corporations are not going to stop attempting to successfully market their products and make money from them. So piracy will continue. It also will not have any material impact on the finances of the entertainment industry.

    Piracy is not stopping content form being made, quite the opposite, content is proliferating beyond all sanity or ability for people to even keep up with it. If Covid-19 shuts off production for a while, it's a blessing in disguise, to give us all a breather.

  • May 4th, 2020 @ 10:42am


    Here's the thing about business: there are no Jedi, only Sith.

    But there are smart Sith (Netflix, Disney, Amazon) and dumb ones (Comcast, probably AT&T, definitely Quibi). The smart ones will survive and the dumb ones eventually stab themselves with their lightsabers and stop bothering us.

  • May 4th, 2020 @ 10:39am

    Re: If Only

    A la carte cable will never exist. Cable will simply collapse before that happens and be replaced by streaming (which also isn't a la carte, but you can get that by ignoring streaming and just opting for iTunes or Google Play to pay for only exactly what you want; it's just pricier that way).

  • May 4th, 2020 @ 10:38am

    Re: Re:

    Where did he say he was spending more? He said he was watching more. I spend little on streaming and watch a ton of stuff. That's kind of the point.

  • May 4th, 2020 @ 10:37am

    Re: figured that out years ago

    Yup. And when I figured that out, it gave me an incentive to bail on cable entirely. That and the ever increasing prices and the ever increasing ad glut...

  • May 4th, 2020 @ 10:36am

    cable is done

    Oh my lord why are there still cable customers at all? I bailed on it, what, 9 years ago or something, just watch Netflix and Amazon now. Add in DVDs (seriously; I never cancelled my Netflix DVD service) and that basically gives me access to every flipping thing, far more than I can hope to ever watch, even being super picky. It helps that I don't give a flip about sports and as for news, it's available for free all over the internet so who's gonna pay for that. People should not be paying more than, say $25/month for entertainment subscriptions.

  • May 2nd, 2020 @ 1:25pm


    Dnasierts Effect? Hey that's no more strained than "Quibi."

  • May 2nd, 2020 @ 1:23pm


    The ultimate quick-bite streaming service is YouTube. Can Quibi produce videos as cheap as a cat video? The bottom in this field is very low indeed.

  • May 2nd, 2020 @ 1:19pm

    Re: Short Content - Do Users Want It?

    My own viewing habits are probably nothing out of the ordinary:

    When I used to commute to the office, I would often watch short bite videos on my phone. YouTube and Weather Channel (crazy Russian drivers, Chinese sinkholes eating buses) were my frequent picks. They were ad supported and free.

    And at home, my habits were totally different. I'd watch ad-free services like Netflix and Prime that I paid for. I would sit down and watch things for an hour or an hour and a half (trying to limit the binge watching to a minimum, though it's always a temptation).

    So those are two very different things: YouTube style (free, ad-supported, short, on the go) or Netflix style (paid, ad-free, long to very-long, at home). Quibi doesn't fit into either. It's closest to YouTube but would have to not charge money, and not bother with movies that really do want to be seen in longer than 10 minute chunks and at that point, you're right back to the cat videos and bus-eating sinkholes, and why should advertisers do a deal with you instead of YouTube which reaches billions of global viewers?

    The fundamental problem here is, streaming is actually really crowded and competitive, with a few big players like Google, Netflix, Amazon and Disney hogging the audience and the advertisers. It's late for even big corporations like AT&T and Comcast to be trying to break in. Forget some start up, even with a billion or two. Apple is battling in this field, and their war chest is more like $100 billion. Two billion? Pfft!

  • May 2nd, 2020 @ 1:12pm

    Re: So-so Content

    I figure when Quibi goes bye-bi, the good stuff will be bought by Netflix and Amazon. And then I will eventually see 50 States of Fear. Until then, Netflix and Amazon themselves are producing enough to keep me occupied. Watching The Last Kingdom and Mrs. Maisel right now.

  • May 2nd, 2020 @ 12:53pm

    and the next disaster up is HBO Max

    Quibi is what happens when rich, out of touch idiots launch businesses while living in a bubble where all they ever talk to is other rich, out of touch idiots.

    Any average person would have immediately seen the flaw in the business model: if the appeal is an impulse viewing, then you have to have impulse pricing: free, ad-supported. YouTube already figured out this business model years ago. You wanna charge people money, you better be giving them Game of Thrones, The Mandalorian, stuff like that. Expensive stuff.

    And forget the ads, you can't charge money and show ads. People are catching onto what a lousy deal that is. Either charge money or show ads.

    HBO Max is going to have an underwhelming launch because it's priced too high and doesn't have a single new show for launch that everyone is talking about now. They needed their own Mandalorian. Without it...ouch. If this was going to be a hit, you'd be seeing the chatter online about that show they needed that doesn't exist.

    But even worse will be Peacock. Talk about nothing. Why are they even bothering?

  • Apr 28th, 2020 @ 4:57pm

    Re: Re: 'Next to study: The rise of cabin fever.'

    Broadcasters and cable companies are on their way out. The silo streaming system is taking over because paying customers are rewarding it with their money. Well, rewarding the upper echelons that is. I don't expect many of the silos to remain standing.

    Whatever is next, that's hard to say. My hunch is that Netflix will suddenly find out that Disney's model is even better than theirs, since Disney can deliver its brands on streaming, theaters, merchandise (a big moneymaker), theme parks etc. Obviously this is on hold now but it won't be on hold forever.

    The other disrupter might be a true metaservice that offers customized payment plans that cut across services. That would require some big tech company with industry clout to pull off: Google, Apple or Amazon.

    So, the next disrupter is the Disney style brand ecosystem with streaming as the nerve center; or the true metaservice. Flip a coin,

  • Apr 28th, 2020 @ 4:52pm

    Re: Re:

    All the streaming platforms are trying to create "a good product" but the problem is, what people want is huge volumes of content (expensive) and big famous brands like Marvel and Star Wars (expensive, and there aren't many for sale anymore).

    So the winners in the streaming wars will be Netflix, just because of their huge head start; Amazon, because they don't really need streaming to turn a profit for them; Disney with their huge brands; and then it's a battle between Apple with their massive war chest and AT&T with their big brands.

    If Apple runs around buying up brands like James Bond and Star Trek, they might succeed. And they need AT&T to make some boneheaded mistakes.

    Piracy will continue unabated, it really isn't a factor here.

  • Apr 28th, 2020 @ 4:49pm

    this again

    People aren't going back to many subscriptions. They'll opt for 2 or 3 that have what they want and pirate or ignore the rest. This will hammer down the field to about 4 major platforms and the winners will eat the losers. AppleTV+ still has to prove itself. HBO Max may disappoint. Quibi, Peacock and CBS All Access won't survive.

  • Apr 17th, 2020 @ 11:21pm

    Re: Another homage?

    Oooh boy. Jack Daniels takes on God. That I would love to see.

  • Mar 23rd, 2020 @ 11:09am

    Re: Re: Makes sense

    AT&T is actually known for being a dog of a stock.

    The current management isn't helping things of course.

  • Mar 23rd, 2020 @ 11:07am

    HBO Max or HBO Sux?

    Let's see if HBO Max is the wet fart of a launch I think it will be. With covid-19 giving AT&T a biggest captive audience than ever, it should blow the doors off but they've made some idiot moves that still make me wonder.

  • Mar 8th, 2020 @ 12:21pm

    AT&T is in trouble

    AT&T and Comcast have the same problem: Netflix thwacked TV distribution upside the head, so that cable and broadcast as content distribution mediums are now finished. They are being replaced by streaming.

    But streaming is not nearly as lucrative than broadcast and cable, so now AT&T and Comcast have to adjust to a new reality where they're just not going to be able to squeeze as much money out of customers as they did in the past.

    In compensation, now they have a global audience they can reach directly, in theory. So they can't make as much per customer but there's a whole hell of a lot of new customers right?

    Except that Netflix and Amazon got there first, and Disney is moving fast (and their real platform is Disney+Hulu so forget the excuse that Disney is just for kids; they could supplant Netflix as the dominant streamer globally).

    Customers are already getting aggravated by "too many streaming services." They opt for 2 or 3 big ones (I just mentioned them 3 big ones) and then stop. They pirate or ignore what they can't get from those platforms. With some variation in what people want, I figure there's room for 4 majors but not too much more than that.

    Which means if AT&T wants to carve out room at the table for HBO Max (its best shot), they need to shove AppleTV+ out of the way. And Comcast can just forget about it entirely. With HBO and DC to play with, AT&T has a decent shot but Comcast has nothing like that and they're behind all the other competitors. They won't catch up.

  • Mar 2nd, 2020 @ 5:14pm

    silver lining

    In a similar vein, the Chinese govt won't let Netflix or, probably competing streamers, into their country. So that's one less set of censorship laws for Netflix to worry about. Also a benefit: if Saudi Arabia etc wants to censor Netflix, it shouldn't impact the rest of us.

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