Member Brief: Quibi and VC-Subsidized Media

Quibi-header

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.

本会员简报专为以下人士设计 执行委员为了方便加入,您可以点击下面的链接,获取数百份报告、我们的 DTC 权力清单和其他工具,帮助您做出高水平的决策。

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Member Brief: Disney+ and Antitrust

2PM - Marvel

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.

本会员简报专为以下人士设计 执行委员为了方便加入,您可以点击下面的链接,获取数百份报告、我们的 DTC 权力清单和其他工具,帮助您做出高水平的决策。

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成员简介埃迪和仙人掌杰克

Netflix 正在成长,而迪斯尼正在稳扎稳打。Netflix 和 Disney Plus 之间即将展开的争夺战将成为流媒体 22 年历史上的关键时刻。两家巨头正在争夺之前没有垄断的领域。或者说,事实真的如此吗?流媒体娱乐领域的先驱受到了娱乐和知识产权领域的历史宠儿的挑战。但是,消费者以前见过这样的对比。

本会员简报专为以下人士设计 执行委员为了方便加入,您可以点击下面的链接,获取数百份报告、我们的 DTC 权力清单和其他工具,帮助您做出高水平的决策。

在此加入