Nic Brisbourne’s view from London on venture capital and exploiting change in technology and media
For anyone that hasn’t heard, iPlayer is a runaway success. The latest stats can be found in this Guardian piece, but the headline is:
Traffic to the BBC’s broadband TV catchup service iPlayer continued to
rise during April, the broadcaster said today, with 21 million requests
for streamed and downloaded shows during the month.
It is being so [...]
Netflix has just launched a set-top box to help the migration of it’s 8.2m DVD rental subs to delivery via the web. This can only be sensible - clearly the DVD isn’t going to be with us forever. Plus the box is being well received - Wired say it is Just Shy of [...]
In a development that is perhaps not too surprising Joost and Babelgum are struggling with content acquisition.
Their responses are quite different though. Babelgum has created a €10m commissioning fund for original content and made it’s first investment, whilst Joost is retrenching from it’s global ambitions to focus on the US.
I have talked to a [...]
Apple yesterday announced an overhaul of it’s online video strategy, and provided some interesting data along the way. This market (consumption via the web of the same long-form professionally produced content that we watch on broadcast TV) is one that is big and obviously coming and as such has a lot of people positioning [...]
A couple of weeks ago I explained how I love investing in companies that are at the start of a new market. In that post I said the first thing you need to ask yourself is where the money for this new market is coming from.
The second thing you need to ask is why is [...]
Back in November when I wrote that Internet TV will mean the end for channels I could see clearly (in my own mind at least…) that arranging linear schedules of TV programmes was an accident of history - a product of the limited available spectrum for distributing video content and the high cost of local [...]
Last week in Internet TV - Unclear how it is going to work, I asked whether the P2P distribution model that Joost and Babelgum are based on will scale. I was wondering whether their is sufficient network capacity to cope.
Now Sam is reporting on Vecosys that they won’t. In Joost: three hours a month is [...]
If you read this blog regularly you will know I am very excited about how the internet will change the TV industry (most of the posts are here) - well this week I have found myself at a bit of a low point. It seems to me there are three basic models and I [...]
Just read this in a Total Content and Media (hard copy) article about IPTV
“Problems arise when a telco enters a mature market with an immature product”
Spot on - IMHO it will take a radically better or cheaper product to pull subscribers away from their current TV providers. Getting to a mature offering against that backdrop [...]
I was amazed to read in the FT this morning that:
The cost of making a one-hour drama episode has tripled in the past 15 years ….. to $2.7m
When you look at shows like Lost and 24 you can see the special effects and other expenses that have driven the increases and the global success that [...]
