Since I don’t want to watch on my cable provider’s schedule I pay for Tivo. Since my cable provider doesn’t have all the movies I want to watch, I buy DVDs. I also have a Netflix subscription. Since I travel a lot I use Hulu.
My cable provider isn’t cheap.
My cable provider thinks the value it delivers is access to its pipe. But I don’t care about the pipe, I care about being able to see what I want to see. When I want to see it. And where I want to see it – on my TV, on my phone, on my tablet, on my computer.
So does my cable provider want to be my cable provider or does it want to deliver me the TV I want where and when I want it? Companies like Netflix and Hulu don’t care where you watch; they’re about the content and where and when you watch doesn’t matter. YouTube is getting into premium content too, available wherever you are.
Cable is in a classic trap. Are you in the train business or are you in the transportation business? Are you in the newspaper business or are you in the ideas and information business? Are you in the theatre business or are you in the ideas and imagination business? It’s easy to mistake the vehicle for the product. The problem with vehicles is that they get traded in when better delivery systems come along.