streaming
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 10, 2026 by Ben Gilbert · across every show →
Everything said about streaming, oldest first
Aug 10, 2026 bearish
Gilbert: Streaming Is Structurally Inferior to the Cable Bundle
“It's structurally a worse business, as you were just mentioning, than the old cable bundle where you just got checks. Consumers can cancel easily. They do so every few months. It's expensive to make The amount of content you need to make, especially now with t…”