In July 2022, we looked at the emerging consumer frustrations of the streaming industry, the rising DTC (direct to consumer) costs, and the unrelated but relevant onset of 1990s nostalgia. A close examination of the media landscape brought to light significant parallels between the entertainment and retail sectors. Today, as we revisit that analysis in the light of new developments in August 2023, we find a noticeable shift toward consolidation. This shift is a response to evolving consumer behaviors and industry pressures. Variety magazine’s Intelligence Platform, a paid industry data service, proclaimed: “Hard Bundles Are The Future of Subscription Video Packaging.”
A love letter to How to Make it in America. The retail industry is changing. Old norms like profitability, sustainability, and efficient growth have risen to the top of admired attributes for brands and their founders. Bootstrapped founders were once lesser-than. Today, executives like Moiz Ali and Jamie Schmidt have taken center stage. The two exited founders are often seen discussing capital efficiency, supply chain mastery, and their blue-collar mentalities. With others like them, they are often seen explaining the difficulties of building from scratch.
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。
