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Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Monday, December 01, 2003
 


Strategy Decay 101

Slashdot notes that the TV business model's imploded, because an analyst decided to factor in commercial time lost to DVR in a spreadsheet. Note to Slashdotters: how many of you have watched more than 30 seconds of advertising a day in the last, say, five years?

The point is that the business model has been broken for a long time - long before DVR. DVR lowers the transaction costs of avoiding idiotic ads for the rest of the market - but it's the 18-34 year old guys, who the advertisers are drooling over, that have been pathological ad-avoiders for years and years now.

Sure, DVR will accelerate this trend - but the real marketing problem is the vapidness of the advertising model the TV business model has become utterly reliant on. The real strategic problem is that the TV industry developed no real unique or valuable competences - so they have no windows to the future.

-- umair // 6:41 PM //


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