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Good year end read:

11 Lessons from the Success of Disney+ by @ballmatthew

matthewball.vc/all/disneyless…
“Every media company wants a scaled D2C SVOD service – that’s basically a tautology. But most of the services being launched in 2019/2020 are being launched to solve an internal business need, not any unmet audience wants.”

Key insight that crosses many industries
I have noted this in the context of SVOD
I have also suspected it in the case of e.g. Facebook dating
But I think a good frame with any product launch is whose need is being solved for, consumers or the company. If it’s even close, the likelihood of success is low.
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modest proposal
@modestproposal1
Good article on Casper, broadly applicable to consumer. DTC is just a channel, and arguably one with inferior economics. Casper now has stores and sells wholesale. DTC is (was?) a way to efficiently launch and scale. But hasn’t proven standalone viable.

wsj.com/articles/caspe…
In the beginning...
Selling the vision
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modest proposal
@modestproposal1
Hadn’t heard this re DoorDash:

“Companies including Lime and DoorDash — once able to raise large infusions of cash with little trouble—both sought to raise hundreds of millions of dollars in the past three months and haven’t yet succeeded, people familiar with the attempts said”
I have heard a number of late stage private companies are trying to raise unpriced rounds that convert at a discount to subsequent liquidity event. Had not heard that DoorDash was one of them. Changes the calculus of food delivery consolidation if they need cash and can’t get it.
DoorDash is one of the few SoftBank backed companies that hasn’t been reported to have done meaningful layoffs. Will be interesting to watch.
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modest proposal
@modestproposal1
Nice post on marketplaces by @kevinakwok.

Zooming in on the evolution of supply from underutilized fixed assets (i.e. spare capacity) to professionalized supply.

On what marketplaces today does opportunity exist to build professionalized suppliers?

kwokchain.com/2020/01/23/und…
Does professionalization accelerate the commoditization of marketplace supply? Or is it a sign supply is already commoditized.

Would seem once demand side is strong enough to warrant professionalization of supply, it means commoditization has occurred?

Or is the opposite true? Marketplaces are often supply constrained, and professionalization of supply is a necessary condition to scale, and only after doing so is it possible to commoditize supply?
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Matthew Bauble🎄
@ballmatthew
For the Holidays - two new drops from me! First:

"11 Lessons from the Success of Disney+"
---
For all of Disney’s success in the media industry and with Disney+, its SVOD lessons are remarkably conventional and broadly applicable
matthewball.vc/all/disneyless…
And my "Best of 2019", summarizing my most read pieces, which I consider to be my most under-read pieces, which one I love most, new thoughts on 'Star Wars', and other miscellany.

See everyone in 2020!

matthewball.vc/campaigns/view…
Thanks to @akruglov @loudmouthjulia @JNavok and [MP] for their help on the Disney Lessons. Yesterday it was six lessons. This morning I thought it was nine, the web cache shows I published as though it was ten. It's actually 11 thanks to their input.
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Matthew Ball (@E3 Jun 10-14)
@ballmatthew
1/ As myriad SVOD and AVOD services launch, I recede to often missing Q of what consumer problem they solve.

Everyone wants a scaled D2C SVOD service - that's basically a tautology - but most are being launched to solve an internal business need, not an6 unmet audience wants.
2/ You can tell because the biz need is now (Pay TV is collapsing), while the audience want (simple, OTT unbundling w/o ads) was years ago

Corporate brands are only now pushing services as THEY now feel the need for one (financially or strategically), years after THEY didn't
3/ Netflix doesn't serve an incrementally needed role in audience lives today, but it earned it through a first mover advantage rooted in first serving core audience wants (better access, prices, experience, etc.)
Read 12 tweets
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CompComSA
@CompComSA
Today @CompComSA is holding a #Media #conference on the release of the #GroceryRetailMarketInquiry Provisional Report
Communication Head, @siphongwema is giving the opening & introductions at the #GroceryRetailMarketInquiry #Media conference.
@CompComSA's #GroceryRetailMarketInquiry panel says : Long-term exclusive lease agreements reinforce #market concentration, excluding challenger #retailers & specialist stores.
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Zach Everson
@Z_Everson
Just last night, @realDonaldTrump shared a Trump Org tweet promoting—

Ferry Point.

Via @1100Penn bit.ly/2EbZMke
@realDonaldTrump @1100Penn If Eric Trump is no longer involved in his charity, why does this golfer—who just played in a benefit for it—call it "the Eric Trump Foundation"? [H/T @npenzenstadler]

Via @1100Penn zacheverson.substack.com/p/trump-plugge…

@realDonaldTrump @1100Penn @npenzenstadler Last night a gala was held to celebrate students who committed to enlist in the U.S. military after graduation. It was held at—

Trump National D.C.

Major General Scott Dingle addressed the recruits.

Via @1100Penn zacheverson.substack.com/p/40842294
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Ramaswamy Iyer 🇮🇳
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@kanimozhi @keralaCastro @anilindian @Kuvalayamala @HKupdate @girishalva @chathootti @prafullaketkar @excomradekerala @Prof_Hariom @ranganaathan @jspandey_ @SaveSabrimala @ensine @sagenaradamuni @MaheshJoshi_MJ @jsaideepak @advmonikaarora @ShefVaidya @sgurumurthy @rvaidya2000 @RajivMessage @HinduAmericans @Swamy39 @vhskerala @mohandastg @TVMohandasPai @Amritanandamayi @SriSri @mariawirth1 @sankrant @Koenraad_Elst @davidfrawleyved @fgautier26 @narendramodi @Janamejayan @rishibagree @DrGPradhan @IndianInterest @anuraag_saxena @AAOLion @anujdhar @Chandrabosebjp @MissionNetaji @PanickarS @majorgauravarya @GeneralBakshi @daljeet1954 @MajorPoonia @TrueIndology Remembering “Thamizh Thatha”. The grandfather of Tamil Literature on his Jayanti Today.
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@kanimozhi @keralaCastro @anilindian @Kuvalayamala @HKupdate @girishalva @chathootti @prafullaketkar @excomradekerala @Prof_Hariom @ranganaathan @jspandey_ @SaveSabrimala @ensine @sagenaradamuni @MaheshJoshi_MJ @jsaideepak @advmonikaarora @ShefVaidya @sgurumurthy @rvaidya2000 @RajivMessage @HinduAmericans @Swamy39 @vhskerala @mohandastg @TVMohandasPai @Amritanandamayi @SriSri @mariawirth1 @sankrant @Koenraad_Elst @davidfrawleyved @fgautier26 @narendramodi @Janamejayan @rishibagree @DrGPradhan @IndianInterest @anuraag_saxena @AAOLion @anujdhar @Chandrabosebjp @MissionNetaji @PanickarS @majorgauravarya @GeneralBakshi @daljeet1954 @MajorPoonia @TrueIndology Remembering Chatrapati #ShivajiMaharaj who brought #Hindu revival in the 17th century which ultimately liberated India from Islamic rule on his Jayanti Today. indiafacts.org/shivaji-and-th…
@kanimozhi @keralaCastro @anilindian @Kuvalayamala @HKupdate @girishalva @chathootti @prafullaketkar @excomradekerala @Prof_Hariom @ranganaathan @jspandey_ @SaveSabrimala @ensine @sagenaradamuni @MaheshJoshi_MJ @jsaideepak @advmonikaarora @ShefVaidya @sgurumurthy @rvaidya2000 @RajivMessage @HinduAmericans @Swamy39 @vhskerala @mohandastg @TVMohandasPai @Amritanandamayi @SriSri @mariawirth1 @sankrant @Koenraad_Elst @davidfrawleyved @fgautier26 @narendramodi @Janamejayan @rishibagree @DrGPradhan @IndianInterest @anuraag_saxena @AAOLion @anujdhar @Chandrabosebjp @MissionNetaji @PanickarS @majorgauravarya @GeneralBakshi @daljeet1954 @MajorPoonia Remembering Guruji(MS Golwalkar) the 2nd Sarsangachalak of @RSSorg on his Jayanti Today. organiser.org//Encyc/2018/5/…
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Matthew Ball
@ballmatthew
1/ While most have come around to the viability of #Disney’s OTT service, many remain lukewarm on its prospects. I’m very bullish for 8 reasons, most of which I find overlooked or downplayed. I also don’t worry about the fact that it’ll take years for Disney to be ‘all in’.
2/ Reason 1: IP. We all know Disney’s IP is bar none, but it’s even stronger than you think (URL). Furthermore, Disney can always use this IP to plug any SVOD performance shortfall. Given the platform’s importance, I expect they’ll do this whenever needed redef.com/original/disne…
3/ If Disney ever needs to shore up usage or subs, they’ll spin-up a new Marvel/Star Wars/Pixar/Disney series or shift a film to SVOD. To date, live-action films such as ‘Lady & The Tramp’ and ‘Noelle Claus’ have already been moved from theatrical releases to streaming exclusives
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