And going for the second-best-selling novel of all time and trying to do something new and ambitious is an incredible pathway to that.”. And then, at some point, you end up at Amazon. They generally aren’t people who want to be management consultants. Millions rely on Vox’s explainers to understand an increasingly chaotic world. I don’t know how many people sit back and they watch Coco or they watch Up and they say, “I want to live in this world, I want to take this character in my pocket elsewhere, I want to do a video game or interactive experience.” Illumination in particular is so oriented around character-first storytelling that when you start to take a look at what are the opportunities in interactive, in digital, that’s an incredibly fertile storytelling ... Yeah, and you’re speaking to someone who just spent a lot of money to take one of their kids around Universal. NBCUniversal is making a very similar argument. I then found, out once I got there, that that was subsequently actually investment banking, and then the time period I was in, it was actually going to tech. The home-sharing platform took drastic measures to prevent violence in the capital — but at what cost? That’s different from saying two things. Marvelous Mrs. Maisel is a marvelous show. Their price point is low, but even if it were twice that, it’s not going to convince someone who’s watching, on average, 60 hours per month of Netflix, “You don’t need it anymore, because now you’re spending $8 on Disney.” They’re complementary. They show something in the room, but they can’t stream — which, by the way, Disney just did for their investor day. It’s the same reason when the music companies first try to do digital music, they actually did break up labels and there was like a Universal and BMG label, and one that was Warner and EMI, whatever it was. I believe there’s a trademark issue. Cable television, for example, required the coaxial cable to be buried across the country and regularly repaired and installed. Also has tremendous expertise in technology. But that’s the point. It does today. Analyst Matthew Ball sits down with Recode’s Peter Kafka to discuss how the coronavirus is changing the landscape on how SVOD’s are currently conducting business, why Hollywood is choosing to delay some big feature releases, and how the video game industry is thriving. And that’s one of the great advantages, as I mentioned, with tech, because they have the money and the reach and the time, which is not at all to say that the programming isn’t up to snuff. So you are a big Netflix fan. Written By Matthew Ball. Apple would like to do the same thing. And so I think when you take a look at this apparent strangeness of being bullish on both, that’s because the market says it’s distribution, it’s content. Everyone wants to own that sort of dominant home screen, whatever that right metaphor is for video viewing. You’re a big fan of Netflix. Today, however, the marginal cost of distributing content to an incremental consumer is approximately zero. Meanwhile, the media companies mostly sold themselves. Keep doing what you’re doing, but I’ll work with you to make the pieces better. And so, when you talk about someone like me who had written first about what I think the digital opportunity looks like, Chernin was focused on going after, with real rigor, emerging but generally overlooked small to modest opportunities like Crunchyroll, and then going to Amazon, which is saying, “We’re going for it. You could basically watch, with some exceptions, like Game of Thrones, you could watch a show ... An HBO original with a three-year holdback. They have been very aggressive in launching new ones, and also very aggressive in cutting back those who don’t work. 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