Since long before the streaming crash began, I predicted its Big Three would end up being Apple, Google, and Amazon.Com.
Not Netflix. Not Disney. Not Comcast or Paramount or Warner Brothers.
The Cloud Czars.
As usual, I was early to the story. But it has long been clear that, when push comes to shove in streaming, money talks. The coming result was easy for me to see and the story was easy to do.
Of the three Cloud Czars, Amazon is the best-positioned. They have the front-end technology with the Fire Stick, which has one-third of the U.S. market. They have Prime Video, which becomes a huge value if you use the Amazon store. They can re-sell every other streamer’s stuff and make money. They’re also global, something only Netflix and Disney among their competitors can lay claim to.
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