Streaming Video’s Ongoing Revolution
There continues to be something that I call the “iPhone mentality” in tech. A singular product or service is positioned as quickly transforming a market or industry. A byproduct of this thinking is the tendency for consensus to prematurely declare that first movers are winners.
Netflix was declared the winner in paid video streaming back in 2018.
Spotify was declared the winner in music streaming in 2015.
Tesla was declared the winner in electric vehicles in 2017.
In each example, a winner was declared before we even knew what it meant to win in that respective industry.
New data out from Nielsen suggests that streaming video remains in a different place than what consensus assumes.
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