Like Sky before it, Netflix is a television company using tech as a crowbar for market entry. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions. The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially D2C - what are the questions that matter?
Read MorePeople in tech and media have been saying that ‘content is king’ for a long time - perhaps since the VHS/Betamax battle of the early 1980s, and perhaps longer. Content and access to content was a strategic lever for technology. I’m not sure how much this is still true. Music and books don’t matter much to tech anymore, and TV probably won’t matter much either.
Read MoreThe tech industry spent decades trying to get to the TV, but now that it's finally happening, it turns out not to matter much.
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