Mark Cuban: Contrarian On The TV Business

Image via WikipediaI love following the VCs I follow in the blogosphere, but I wish my list was more tilted towards entrepreneurs. The problem is the top entrepreneurs don't blog. Mark Cuban is an exception. He does blog. And the guy sure is opinionated.

I think Mark Cuban just told me the people who added smarts to the phone are going to have a much harder time doing the same to TV. I don't think his stand is definitive. But his stand does give me a glimpse into the complexity of the landscape. Mark Cuban of Broadcast.com fame. I remember when they got bought by Yahoo. I was doing some preliminary work on a dot com that went on to do really well, for two years.

Mark Cuban: The TV Business Keeps Getting Stronger!

We had a policy that we never tried to create hits. That we were always going to go wide and create a reason for people to start watching video online. 17 years later. Yep, its been 17 years since we started Broadcast.com (as audionet.com first), Youtube and others are still doing the exact same thing. ...... Good for them ! Except they are making one huge fundamental mistake, they are trying to create hits. They don’t like the idea that beyond a steady stream of 1 hit wonders they haven’t been able to create a sustainable roadmap to content success. In other words, they have no idea how to drive an audience to specific content. Their hits come out of nowhere. ...... viewing for cable networks has skyrocketed and the amount of traditional tv watched has continued to increase. ..... used to be that only movie companies got output deals ..... Today, TV shows are getting output deals and generating lots of revenue across all the different platforms that show TV shows. Its not just syndication,but those online distributors want to make sure they get the best shows and they are committing up front to buy those shows. An output deal. Found money. ...... The TV business isn’t dead. It really isn’t even morphing. Sure people will watch video online. They will watch it on phones. They will download it. But the videos that online distributors pay the most for will be those that have done the best on traditional TV. Which in turn means more money for the production of shows. ...... Online video is to TV today like DVDs were to Movies in the past. A great revenue source that correlated to the movie’s boxoffice. ...... having to hit the internet button on the remote, or even worse, the input button on the remote will not be the path of least resistance for watching tv. Believe it or not, it will be far too much hassle for most people when compared to just turning on and watching TV the old fashioned way. And on top of that, distributors like Dish, Directv, Charter, Comcast, etc are working hard to improve their guide experiences which will be faster and easier than their online counterparts....... last but not least, MOCA, DLNA and good old fashioned wi fi is always going to be a hassle. No one has perfect wi fi at their apartment or house. It always screws up.

(1) TV shows are high quality stuff. Not just anyone can produce them. People like them.
(2) Video is content king. People like consuming content in video format. Much faster broadband might stand a chance but not the broadband we know. The Internet pipes just are not there yet.
(3) Ease of use is supreme. People want to be able to just turn on and watch. No browse and click.

Robert Scoble And The Windows Phone

Image via WikipediaBusiness Insider: Here's Why Robert Scoble And The Rest Of The Pundits Are Wrong: Windows Phone Will Be A Success

Robert Scoble, for example, dismisses any study that predicts the success of Windows Phone and its eventual triumph over iOS in market share. "It is missing 450,000 apps" is Scoble’s primary argument. That and, "None of my friends are talking about it." ..... the majority of the tech press is already rooting for Windows Phone, especially after CES..... Windows Phone has 50,000 compared to iOS’ 500,000 and Android’s 400,000...... Windows Phone Marketplace was the fastest growing app store with over 400% growth. ...... the development tools/environment of Windows Phone is easier and more efficient than Android by leaps and bounds...... Nokia is busy selling a million devices a day in places people have never even heard of the iPhone ..... Oh, and that very same model of selling mobile phones in volume at a small margin? Yeah, Nokia and Microsoft are bringing that model to the U.S market now...... no one makes a phone like Nokia does. The Lumia 900 and its siblings just set the bar for mobile hardware extremely high. Good luck, Samsung....... the most unique UI of any mobile OS since the first iPhone was introduced. The live tiles give you quick access to your information, and the whole Metro UI just works....... We like to think of this tech and mobile industry as a “Game over” situation with Android and iOS as the clear winners but the truth is, this space is in its diapers and what the market looks like now will in no way resemble the mobile market of 2015

Robert Scoble: What +Hillel Fuld doesn't know about Windows Phone and its chances in the market

I had dinner with Skype's CEO on Thursday night. He told me that Skype won't support the current version of Windows Phone. This gets to the heart of my "apps matter."

I happen to think the Windows Phone has a shot at emerging the third player in the smartphone space. But it might take longer than Microsoft thinks. We will likely have a better picture by the end of the year.

Microsoft Finally Cracked The Phone