Listen: Apple, Disney And Netflix discussed on BTV Simulcast
"Do you follow will look I fall on the side? I think they still have opportunity. There was a very interesting data point in their shareholder letter. They said look ten percent of TV viewing is over the top right now. That means there's a lot. Lot of opportunity. Remember, we get caught up in the fact that we think everybody's doing this. They're not there are still a lot of people who are not streaming anything yet. And Netflix for a lot of people is the entree to over the top. So and I think there's an opportunity for them to continue. It is like the music business though in that you gotta have hits. You gotta keep the hits going. That's a hard thing to do. I think Disney is competition, but not in a negative way. I think it's actually in ironically in a bit of a positively because the two together become even more compelling for people to get into over the top. I think they're complementary complementary in many ways. Now, we've talked a lot about this because we know what's in the library. We know what they're working on. We know the cost. We don't know any of those things for apple. And yet, even the, you know, legendary legends in the entertainment industry aren't counting apple out. I sat down with Jeffrey Katzenberg, founder of Mark's enemy Shen former chair of Disney for his take on apple is rolling out. Take a listen to what he had to say. I don't think one ever bets against apple. I don't think one bets against two hundred fifty billion dollars of capital city Bank somewhere. Just racking up a whole bunch of interest. I don't think you that against, you know, the talent of that that company and the Genuity think Tim extrordinary leader. And so yes, it's been like this. So now, they've got some headwind here. And so now he's going to be challenged in new ways. But. It's a brilliant company with wildly talented people there. What's the word on the street about apple and days knee since being outspent, the reaction to Disney, especially in Hollywood circles has been very positive impressed by just how many shows and movies clawed back from other services, and from the breath that they're going to release the reaction to apple was decidedly more mixed. I would say you've been negative people were pretty disappointed by how little they had to say to your point. We didn't learn a lot about the pricing or how the different packages will be bundled together. You talk to people who are making lots of shows for them who sold them to shows, and they're still in the dark. They're basically flying blind. And given that we're talking about Netflix issue. They actually compared it to Netflix in two thousand ten eleven twelve Netflix was making its first feels for regional shows and talent just have to say, you know, what we're gonna we're gonna try to. We don't know how they're going to release it. We don't know how they're going to push for awards. We don't know anybody's gonna be able to watch it. But it's worth taking a bet people like apple and that continues to be the philosophy of most of the people in the entertainment business. Whereas with Disney people that people know what they're getting into they know to trust it, and they expect it to be pretty successful. We also don't know again how much apple is going to cost Bob, you you watch apple very closely. I mean, are you concerned given all of these unanswered questions? Absolutely. I think there's a big question. Mark hanging over the services businesses and the TV plus service in particular because they've got to build up a library of content. Be we're not even sure what type of content. They're going to be willing to do. Because let's be honest. A lot of the more popular content has been a little bit racier, which doesn't really match the apple brand. And that's been a question war. And then there is how much of the going to be able to get get away in charge people. There's the support or lack thereof on other platforms that they haven't really been very strong about. And not everybody who owns apple devices are only gonna be able to watch apple services that doesn't work in the long run. So if you'd see game of thrones in all its glory, apple I don't think you would. Look that doesn't mean Disney's done a fantastic job with doing family friendly content. But look they have decades and decades there, and that's looks is starting to build up that library. And that's the other interesting thing the other final point I'll make is, you know, people I think are going to be willing to subscribe to a few services, but not all of them. Right. And that is going to be going to be back to the cable days where you're going to end up having to pick a couple of things and just go with that. And I think apple could be on the short end. All right. Well, lots to watch of technology is always good to have you as well as our own look show who covers net flicks. For us. Look, you're"