Matthew Ball @ballmatthew Venture investor, strategist, essayist, that guy on Twitter. Prev. Head of Strategy @AmazonStudios, ex-Otter Media, @MediaREDEF. 🇨🇦 Jun. 25, 2019 1 min read

1/ Lack of Pay-TV competition ("I can only get Charter or DirecTV, ugh") was bad for prices and experience

But we're seeing in SVOD what happens when you have rigorous overlapping competition. Exclusives that annoy customers into buying 10 services to watch everything they want

2/ If cable had worked like this, you would have seen, say, HBO exclusive to DirecTV and not on Charter, who might have Showtime exclusively, or USA but not TNT.

The result in either instance is the same - a high-priced bundle - as long as audiences want everything they want

3/ In premium TV creation, there has been no disruption in the cost structures, only in delivery and business model. In fact, content is more expensive than ever as the new entrants try to differentiate.

4/ Can't complain about the existence of exclusives and the lack competition

or

The cost you pay to watching everything you want to watch, without exception


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