Member Brief: Quibi and VC-Subsidized Media

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In March of 2009, Uber launched in San Francisco to great fanfare. At the time, the mobility company’s Chief Executive, Travis Kalanick, had a goal that seemed simple enough: first attract the higher rungs of society and then dominate the world by capturing marketshare. Except, to do so, he’d have to adjust the prices. Uber was too expensive for everyday users. Over the next decade, Uber would employ a tactic that has been popular throughout Silicon Valley circles — deploying hundreds of millions in venture capital to subsidize the cost of the product, which in Uber’s case is rides.

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Member Brief: Disney+ and Antitrust

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When you open Disney+ for the first time, you immediately recognize which streaming services will become obsolete. A number of the top 20 films in iTunes, a service that charges $11.99 to $19.99 for download, are now included in your $6.99 subscription fee. It’s quite literally a steal, a play for scale. Because for Disney, scale is absolutely critical. It’s not Apple that Disney+ is attempting to upend.

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Member Brief: Eddie and Cactus Jack

Netflix is growing up and Disney is playing it safe. The impending battle between Netflix and Disney Plus is shaping up to become a pivotal moment in streaming’s 22 year history. Two titans are swinging for a monopoly in a field that had none before it. Or is that the case, after all? The pioneer in streaming entertainment has been challenged by the historical favorite in entertainment and intellectual property. But consumers have seen a contrast like this before.

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