This week saw several big news stories: the final, final repeal of Net Neutrality, the Time Warner-AT&T merger, the Kim-Trump summit, and the continued ups and downs of President Trump’s trade tariffs and ZTE penalties.
This article went hyper-viral this week. It’s essential argument is that now that ISPs like AT&T and potentially Comcast have bought large content libraries, content companies like Netflix and YouTube (i.e. Alphabet) are going to have to get into the distribution business in order to compete effectively. That doesn’t mean they need to blanket the U.S., but a careful strategy of targeting the most lucrative markets for the biggest carriers could allow