Above the Crowd

Bill Gurley’s Online Video Market Snapshot

May 10, 2009:

I recently spoke at AlwaysOn’s OnHollywood conference on the subject of today’s extremely dynamic online/Internet video world. Things are moving so amazingly fast that its extremely hard to predict specific outcomes. That said, I believe there are a number of critical issues to understand as we watch this market unfold over the next  few years. 

Here is the video of the event:  

And here are the slides:

I wish they were synchronized, but alas after well over an hour of work, I gave up.  I believe that Google bought a company that will allow this, but they haven’t released the functionality yet on YouTube.  And they still limit personal videos to 10 minutes.

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  1. MJ May 11, 2009

    nice presentation Bill. question about your last slide – how long do you think that race will last? does cable have 2-3 years to get it right? do they have to deploy en masse? seems like it will be at least 3 years before tru2way is massively deployed…

  2. Nate Westheimer May 12, 2009

    How about a la carte subscriptions directly to the networks/producers? This would kill cable, clearly, but this is a solution where the NBCs and the Boxees and the consumers win.

    I guess this is where you’re saying the Comcasts will react by letting their ISP divisions go batshit crazy — and the lack of competition will let them for some time, but taking the a la carte cable concept to the web seems most logical to me.


  3. Lenny May 12, 2009

    Bill, Very interesting. My question is, do you think Hulu is also a stepping stone a la tivo and bluray? It seems to me that they are trying to be HBO, and whereas HBO is owned by one company, Hulu is essentially owned by three vicious competitors. I’m curious how you think that plays out?

  4. Brandon K. May 13, 2009

    Wow talk about valuable long-tail content. Please keep these up! One thing not mentioned is the piracy threat, which hurts everyone in the deck and may counteract some inertia.


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