One wouldn’t think there is much in common between three stories that emerged over the past week:
But, they each and all are different bets on post-‘streaming wars’ media convergence”, or how direct-to-consumer (DTC) streaming business models enable companies to monetize the same consumer via additional DTC models beyond streaming:
These are completely different objectives that share key building blocks, making their respective visions of creating user “delight” and shareholder value more similar than different. By looking closer at these building blocks, a new optimal business model for post-‘streaming wars’ media convergence” emerges.
It looks a lot like Snap.