Comments on: Bill Gurley’s Online Video Market Snapshot

By: Brandon K.

Brandon K. — Wed, 13 May 2009 15:40:51 +0000

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.

By: Lenny

Lenny — Tue, 12 May 2009 17:42:51 +0000

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?

By: Nate Westheimer

Nate Westheimer — Tue, 12 May 2009 14:29:16 +0000

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.

Thoughts?

By: MJ

MJ — Mon, 11 May 2009 19:19:48 +0000

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…