[HN Gopher] Apple, Amazon, and Common Enemies
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Apple, Amazon, and Common Enemies
Author : davidmckenna
Score : 62 points
Date : 2020-04-07 14:04 UTC (2 days ago)
(HTM) web link (stratechery.com)
(TXT) w3m dump (stratechery.com)
| modsRapple wrote:
| "Apple's dominant position in portable devices, particularly the
| high end."
|
| Is this person unfamiliar with technology specs because their
| products are average devices but cost excessive for what you get?
|
| It seriously sounds like they fell for the marketing.
| manuelflara wrote:
| Not sure what you mean, but iPads and iPhones are high end
| portable devices in a market in which Apple holds a dominant
| position.
| thanatos_dem wrote:
| Brand new account, named "modsRapple", with only this
| comment. Safe to ignore.
| fxtentacle wrote:
| TLDR: Both are afraid of Netflix making channel subscriptions
| superfluous.
|
| It's an interesting read with lots of explanations.
| mlthoughts2018 wrote:
| I think this whole way of thinking about Netflix is dumb
| though, e.g. " Netflix dominating means that shows are sold
| directly to Netflix."
|
| Netflix is not good at creating content. As time goes forward,
| Netflix is even less good as they need to cater to mass
| markets, thereby losing niche markets, and without having a
| brand or catalog like a Disney, or live sports, or trusted
| news, etc.
|
| Netflix is not a business entity I would long. It is absolutely
| a fad, and will lose negotiating power to distributors and
| content creators.
| tehwebguy wrote:
| I think that may have been true at some point but they aren't
| really a distribution company, for almost a decade they've
| been a content publisher with their own distribution.
| bsder wrote:
| > Netflix is not good at creating content.
|
| Neither is anybody else. It's a random crapshoot. To be fair,
| though, Netflix seems to be doing a bit better than random.
|
| Disney+ has a huge advantage in that they have a significant
| back catalog that people actually want.
|
| Everybody else can basically be ignored.
|
| Amazon will blink first to Disney+ and Netflix terms, and
| Apple will be forced to follow or be irrelevant in video.
| notriddle wrote:
| > Netflix is not good at creating content.
|
| The difference is that the others don't have to be good at
| creating content. Amazon, Google, and Apple have a bunch of
| other businesses to prop up their streaming services. And
| Disney doesn't have to be good at creating new content
| because they've got so much enviable OLD content.
|
| But if NetFlix can't keep people coming back, then the
| company goes under. NetFlix can't just run their streaming
| service at a loss until everybody else dies like Amazon,
| they can't rely in pure brand recognition like Disney, they
| can't rely on sheer volume like YouTube Premium, and they
| can't just charge more because they're not Apple.
| xkjkls wrote:
| > Netflix is not good at creating content.
|
| Why would you say that? These days, many of the most talked
| about and watched shows are Netflix content. Like for
| instance, Tiger King is the most talked about show in America
| right now, Netflix owned and produced.
|
| > Netflix is not a business entity I would long. It is
| absolutely a fad, and will lose negotiating power to
| distributors and content creators.
|
| This seems to be a five plus year ago view on the company.
| They've pivoted mostly to making original content at this
| point, which in my mind is the hardest reason to be long
| them. They've had to accumulate enormous debt to produce all
| of this content and have exclusive ownership rights, which
| makes their balance sheet look terrible.
| bigphishy wrote:
| Too true, I hardly hear about trending media, I try to
| avoid it, but my housemate told me about tiger king
| yesterday.
| eitally wrote:
| I think a perhaps more accurate way of stating the position
| is that "Netflix is not good enough at creating enough good
| content [to make up for 1) existing back catalogs and 2)
| parallel activity from strong competition]. I don't think
| anyone could definitively state that Netflix content is
| subpar when it's at its best, but I also don't think anyone
| would suggest they'd be willing to give up the big studios
| and rely exclusively on Netflix original content.
| Talanes wrote:
| As things start to fracture more and more, the big
| studios kind of find themselves in the same position.
| Disney+ probably has one of the strongest single-
| publisher back catalogs, and there's still a lot of talk
| about there being nothing to watch after you finish the
| few originals and whatever old thing you were interested
| in.
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