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TV business

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →

Everything said about TV business, oldest first

Jul 15, 2017 neutral
Assertion Supported
Evans: Combined GAFA revenues remain smaller than TV and advertising
“Even Google, Apple, Facebook, and Amazon combined there, or GAFA, as the telecoms industry tends to call them add up to less than TV business or advertising and are much, much smaller than mobile or proper, proper industries like cars or clothes.”
Benedict Evans Jul 15, 2017 ▶ 8:55 Mobile Is Eating the World, 2014
Jan 2, 2019 bearish
Assertion Supported
Jordan: Cord-cutting is eroding ESPN's subscriber base
“There's enormous disruption in, ah, in the TV business, and the cutting of the cord, the unplugging of the bundles, ESPN's subscribers have started to go down, but people are still consuming sports, so they're consuming them different ways”
Jeff Jordan Jan 2, 2019 ▶ 2:10 a16z Podcast | Hall of Fame Football Meets Venture Capital
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