Monday, October 29, 2007
Research Note: Hulu
Brian: ok, I am waiting for the bubblegen post where you say it doesn't matter how great the online TV network looks
it still ain't edgy
its a lot less than the hype makes out
just a distribution platform
context is king
Brian: maybe they will learn something from it
me: yeah they will
that they need a new business model...not new distribution channels!!
it will earn then some marginal revenues
but nothing serious
the hype is waaaay overblown
The moral of the story is: this isn't strategic innovation, or even business model innovation. It's just extending the same old value chain. Fine - but it won't dig you out of deeper competence traps...