The four theses:
- Reallocation of existing revenue streams
- Increased DVR viewing and advertising strategies aiming to combat it
- Increased online viewing and more commercials online
- Look for new and better offerings from your cable and satellite providers (watch out, Netflix!)
I definitely agree with everything he says. I would love to see more on-demand content in general, if it comes from the cable guys, that is fine with me (I pay them every month already). Interestingly, he feels online video is the
least important of the trends. I agree with him, the real importance of online video is the potential for on-demand everything all the time. And that won't happen until content owners can figure out how to get paid.