> It turns out what people want is everything in one place for free
I'd say this is provably false based on the popularity of streaming services, specifically the rise of Netflix's streaming service. That is the opposite of free.
Netflix is not offering ad tiers due to a lack of subscribers; they are doing it because there were a handful of quarters where revenue stagnated. This does not mean it was a bad business model; it means they want perpetual growth to satisfy shareholders. Same old story.
The reasons cable was and is bad and was destined to be replaced:
- No ability to unbundle (as you said)
- Messy time-shifting (DVRs, PPV, all that nonsense)
- Complicated and limited setup (proprietary hardware; extra fees for multiple devices; no ability to view on a computer or mobile device)
- Tons of fun trying to cancel
Cable has two real advantages:
- Fast channel switching
- Garbage exclusivity contracts
Streaming doesn't solve exclusivity but it certainly doesn't make it worse. In fact, making it easier to subscribe and cancel makes it significantly better.
I'd say this is provably false based on the popularity of streaming services, specifically the rise of Netflix's streaming service. That is the opposite of free.
Netflix is not offering ad tiers due to a lack of subscribers; they are doing it because there were a handful of quarters where revenue stagnated. This does not mean it was a bad business model; it means they want perpetual growth to satisfy shareholders. Same old story.
The reasons cable was and is bad and was destined to be replaced:
- No ability to unbundle (as you said)
- Messy time-shifting (DVRs, PPV, all that nonsense)
- Complicated and limited setup (proprietary hardware; extra fees for multiple devices; no ability to view on a computer or mobile device)
- Tons of fun trying to cancel
Cable has two real advantages:
- Fast channel switching
- Garbage exclusivity contracts
Streaming doesn't solve exclusivity but it certainly doesn't make it worse. In fact, making it easier to subscribe and cancel makes it significantly better.