queston for techstrategy: don't you think AMZN might be in the best postion to be from beginning to end
content maker to distributer in the future on the internet and that will be huge opportunites ahead: AMZN is already gonna be an end to end publlisher and then internet distributer of ebooks and dominate that market with their marketplace. Movies? they have AMZN stuidios and already bringing along up and cominhg screenwriters to produce and then distribute show and movie content via their market place all over the internet. So itsn't possible that they may be the big winner and have a huge head start at being a huge hollywood conglomerate and the first to make out huge with all those assets in place from lower cost production and distribution of all kinds of future media that is produced? Sound like a monster opportunity to me in itself. And low cost but huge profiit potential ahead. Maybe that's what WS is seeing? thoughts?
Not a chance in the world, but it makes for a good pumper story to sucker in naive MOMO investors...
1) Google's platform (YouTube) is far more advanced for "ad supported" or self publishing in terms of movie/entertainment, which is where the bigger potential money is. Amazon is NOT EVEN CLOSE.
2) Google supports industry standard EPUB format and has much larger installed base and reach. Will offer greater value to self publishers. If Google can clear up those Author's Guild lawsuits, it might be able to go after Amazon's core source of cash flow...
3) Watch out for Apple here. It has to drive subscription/ongoing revenue streams as the first generation buyers start to saturate.
4) Amazon has created channel conflict everywhere (3P versus internal sales, self publishing, etc). Existing players will want to maximize pressure on Amazon.
There is a lot more to "publishing" entertainment than distribution. Amazon really only has distinctive capabilities in one part of the business system (distribution), and even there it is outclassed by bigger and better resourced competitors. Lastly, value will be competed away from distribution aggressively. Amazon simply will lack the cash flow to realize all of its pumper promises (and again, there are many ways the cash flow can/will get MUCH worse, but I'm saving those for peak euphoria when I decide to go all in...).
other companies do that such as DIS. AMZN might get into content production more but will not be exclusive to it. And creative costs money. People get paid for thier creations. not that AMZN can't be a part of it all but they won't be the only ones.
You might want to do a little research on YouTube / ad supported video... Not quite sure why you think Amazon will extract the rents from self publishing when Apple and Google can/would/will meet or beat offer to those self publishing on their platforms... Value will increasingly accrue to the CONTENT OWNER / CREATOR, not the distributor. See my posts on NFLX when it was in the high 200's...