Nabfutures99

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Published on September 8, 2009

Author: mcuban

Source: slideshare.net

 

Jeopardy

According to the Do-It-Yourself Encyclopedia, their installation and service were for a long time considered a job to be attempted only by skilled technicians # #1 What are TVs

According to the Do-It-Yourself Encyclopedia, their installation and service were for a long time considered a job to be attempted only by skilled technicians

This analyst was talking about what industry when he said “Wall St makes a mistake every time it looks at earnings based on current accounting” # #2 What is the cable industry according to Paul Kagan in 1970

This analyst was talking about what industry when he said “Wall St makes a mistake every time it looks at earnings based on current accounting”

Name the CEO who said ”The scheme of this company is to go contrary to what they teach in business school as best practice, which is earn money, pay taxes and pay dividends !” # #3 Who is John Malone of TCI Cable to Business Week in 1981

Name the CEO who said ”The scheme of this company is to go contrary to what they teach in business school as best practice, which is earn money, pay taxes and pay dividends !”

More than 100k users were blocked from getting this record setting event in 1999 # #4 What was the Super Bowl. More than 100k cable viewers in Georgia lost their feeds for at least part of the game due to cable system failures

More than 100k users were blocked from getting this record setting event in 1999

You Just Never know History has a way of repeating itself

Looking back to look forward

1976 All those things we lived without Fax PCs PC Software Walkman Cable TV Video Games Cell Phones Internet LAN/Wans USA Today DVD Microsoft Direct TV CD Players VCRs Did you predict you would need any of them? Or that 20 years later you couldn't live without them many of them ?

Fax

PCs

PC Software

Walkman

Cable TV

Video Games

Cell Phones

Internet

LAN/Wans

USA Today

DVD

Microsoft

Direct TV

CD Players

VCRs

Most of the winners didn’t exist or were laggards Compaq Dell Gateway Intuit (Quicken) TCI, MTV, ESPN Video Games Novell, Cisco Yahoo, Amazon Microsoft Direct TV Asian Manufacturers of CE Do you think the next 20 years are going to be any different ?

Compaq

Dell

Gateway

Intuit (Quicken)

TCI, MTV, ESPN

Video Games

Novell, Cisco

Yahoo, Amazon

Microsoft

Direct TV

Asian Manufacturers of CE

We are Entering a New Age!

The Age of.... Defragmentation of Media All Media is becoming a stream of digital bits 00100101110110100110011100011100001111100011011000111000111000101000000110001100101110110

Goodbye Analog VHS Tapes Television Newsletters Cable Radio Cellular Phones Newspapers DVD HDTV Email Digital Cable Satellite Radio Digital Phones The Drudge Report Hello Digital

VHS Tapes

Television

Newsletters

Cable

Radio

Cellular Phones

Newspapers

DVD

HDTV

Email

Digital Cable

Satellite Radio

Digital Phones

The Drudge Report

In a Digital World Bits don’t care if they are Audio Video Animation or ?

Maybe we need to rethink some things….

What is Radio ? Is it still defined by spectrum OR ? Is it a kid with a realaudio server and a CD Player ? Is it 2000 channels of internet audio from Spinner.Aol.com ? Is it a football game delivered via cellphones to a car Is radio still radio if there are pictures or video ? #1

Is it still defined by spectrum OR ?

Is it a kid with a realaudio server and a CD Player ?

Is it 2000 channels of internet audio from Spinner.Aol.com ?

Is it a football game delivered via cellphones to a car

Is radio still radio if there are pictures or video ?

What is a Broadcaster ? Every company is a broadcaster offering multimedia presentations Dell, GM, Intel, P&G… Self Broadcasting will be very cheap For 5k a month you reach a niche audience that used to watch your shows There will be millions of video channels within 5 years People will watch Internet video interchangably with traditional TV #2

Every company is a broadcaster offering multimedia presentations

Dell, GM, Intel, P&G…

Self Broadcasting will be very cheap

For 5k a month you reach a niche audience that used to watch your shows

There will be millions of video channels within 5 years

People will watch Internet video interchangably with traditional TV

Audience Fragmentation Unlimited content means ultimate fragmentation - Personal Channels People go to the net for Information, News, Entertainment and Passions You can find anything on the net and people look for things they cant find elsewhere People will say No to ER if they can watch their favorite ??? video whenever they way # 3

Unlimited content means ultimate fragmentation - Personal Channels

People go to the net for Information, News, Entertainment and Passions

You can find anything on the net and people look for things they cant find elsewhere

People will say No to ER if they can watch their favorite ??? video whenever they way

Platform Independence Broadcasters must become platform independent content providers Internet, DTV, Download, User Integrated Content ? Stop thinking linear and think parallel All content is usable on demand - stop wasting it Aggregate Hours = Shelf Space # 4

Broadcasters must become platform independent content providers

Internet, DTV, Download, User Integrated Content ?

Stop thinking linear and think parallel

All content is usable on demand - stop wasting it

Aggregate Hours = Shelf Space

Content Explosion by 2001 Creation tools are dropping leading to user creation of zillions of hours Millions of hours of dusty content will find life The challenge will be how to manage and display it. Media Asset Management systems will explode Broadcasters must learn to be leading aggregators of these sources # 5

Creation tools are dropping leading to user creation of zillions of hours

Millions of hours of dusty content will find life

The challenge will be how to manage and display it. Media Asset Management systems will explode

Broadcasters must learn to be leading aggregators of these sources

The Net is TV and TV is the Net Today’s Kids don’t distinguish, they want to be entertained & informed Your Video Monitor will connect to a computer connected to a digital port You will tell the computer what channel OR website you want content to come from and if its right now or later That computer will receive digital media and decide how and when to play it # 6

Today’s Kids don’t distinguish, they want to be entertained & informed

Your Video Monitor will connect to a computer connected to a digital port

You will tell the computer what channel OR website you want content to come from and if its right now or later

That computer will receive digital media and decide how and when to play it

DTV is coming fast 100% of PC Monitors are DTV compatible PCs will look like VCRs HDTV Decoders will be standard like DVD has become today 17mm people have PCs/TVs in the same room. They will combine But the PC will win over set top boxes because personal creativity is the driving force. # 7

100% of PC Monitors are DTV compatible

PCs will look like VCRs

HDTV Decoders will be standard like DVD has become today

17mm people have PCs/TVs in the same room. They will combine

But the PC will win over set top boxes because personal creativity is the driving force.

DTV is coming fast Websites and Channels will be the same thing to our kids. You will tell the computer what channel OR website you want content to come from and when That computer will receive digital media and you will decide how and when to play it # 7

Websites and Channels will be the same thing to our kids. You will tell the computer what channel OR website you want content to come from and when

That computer will receive digital media and you will decide how and when to play it

New Revenue Models The Killer Revenue Model hasn’t been invented yet. Revenue per user will be more important than ratings when a 1 is huge. Lifestyle value of the content is more important w/interactivity Think yield for your digital spectrum. Downloading the latest CD or software package might more sense then a tv show # 8

The Killer Revenue Model hasn’t been invented yet.

Revenue per user will be more important than ratings when a 1 is huge.

Lifestyle value of the content is more important w/interactivity

Think yield for your digital spectrum. Downloading the latest CD or software package might more sense then a tv show

Selling is a core competency Are you a company ready to sell things in 2 years that don’t exist today Are you looking for new digital products to sell that differentiate you Are you experimenting with your salesforce at all ? Are you willing to invest in a NTR salesforce ? # 9

Are you a company ready to sell things in 2 years that don’t exist today

Are you looking for new digital products to sell that differentiate you

Are you experimenting with your salesforce at all ?

Are you willing to invest in a NTR salesforce ?

The Little Kid Effect With in 5 years there will be a new media type,that we can’t imagine today invented by a child under the age of 15 He or She didn’t want to do homework, so they invented the new killer app It will change the way we interact with the net # 10

With in 5 years there will be a new media type,that we can’t imagine today invented by a child under the age of 15

He or She didn’t want to do homework, so they invented the new killer app

It will change the way we interact with the net

 

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