Friday Summary: October 28, 2011
I really enjoyed Marco Arment’s I finally cracked it post, both because he captured the essence of Apple TV here and now, and because his views on media – as a consumer – are exactly in line with mine. Calling DVRs “a bad hack” is spot-on. I went through this process 7 years ago when I got rid of television. I could not accept a 5 minute American Idol segment in the middle of the 30 minute Fox ‘news’ broadcast. Nor the other 200 channels of crap surrounding the three channels I wanted. At the time people thought I was nuts, but now I run into people (okay – only a handful) who have pulled the plug on the broadcast media of cable and satellite. Most people are still frustrated with me when they say “Hey, did you see SuperJunk this weekend?” and I say “No, I don’t get television.” They mutter something like ‘Luddite’ and wonder off. Don’t get me wrong, I have a television. A very nice one in fact, but I have been calling it a ‘monitor’ for the last few years because it’s not attached to broadcast media. But not getting broadcast television does not make me a Luddite – quite to the contrary, I am waiting for the future. I am waiting for the day when I can get the rest of the content I want just as I get streaming Netflix today. And it’s not just the content, but the user experience as well. I don’t want to be boxed into some bizarre set of rules the content owners think I should follow. I don’t want half-baked DRM systems or advertising thrust at me – and believe me, this is what many of the other streaming boxes are trying to do. I don’t want to interact with a content provider because I am not interested – it was a bad idea proven foul a long time ago. Just let me watch what I want to watch when I want to watch it. Not so hard. But I wanted to comment on Marco’s point about Apple and their ability to be disruptive. My guess is that Apple TV will go fully a la carte: Show by show, game by game, movie by movie. But the major difference is we would get first run content, not just stuff from 2004. Somebody told me the other day that HBO stands for “Hey, Beastmaster’s On!”, which is how some of the streaming services and many of the movie channels feel. SOS/DD. The long tail of the legacy television market. The major gap in today’s streaming is first run programming. All I really want that I don’t have today is the Daily Show and… the National Football League (queue Monday Night Football soundtrack). And that’s the point where Mr. Arment’s analysis and mine diverge – the NFL. I agree that whatever Apple offers will likely be disruptive because the technology will simplify how we watch, rather than tiptoeing around legacy businesses and perverse contracts. But today there is only one game in town: the NFL. That’s why all those people pay $60 (in many cases it’s closer to $120) a month – to watch football. You placate kids with DVDs; you subscribe to cable for football! Just about every man I know, and 30% of the women, want to watch their NFL home team on Sunday. It’s the last remaining reason people still pay for cable or satellite in this economy. Make no mistake – the NFL is the 600 lb. gorilla of television. They currently hold sway over every cable and satellite network in the US. And the NFL makes a ridiculous amount of money because networks must pay princely sums for NFL games to be in the market. Which is why the distributors are so persnickety about not having NFL games on the Internet. Why else would they twist the arm of the federal government to shut down a guy relaying NFL games onto the Internet? (Thanks a ton for that one you a-holes – metropolitan areas broadcast over-the-air for free but it’s illegal to stream? WTF?) Nobody broadcasts live games over the Internet!?! Why not?!? The NFL could do it directly – they are already set up with “Game Pass” and “Game Rewind” – but likely can’t because fat network contracts prohibit it. Someone would need to spend the $$$ to get Internet distribution rights. Someone should, because there is huge demand, but there are only a handful of firms which could ante up a billion dollars to compete with DirecTV. But when this finally happens it will be seriously disruptive. Cable boxes will be (gleefully) dumped. Satellite providers will actually have competition, forcing them to alter their contacts and rates, and go back to delivering quality picture. ISPs will be pressured to actually deliver the bandwidth they claim to be selling. Consumers will get what they want at lower cost and with greater convenience. Networks will scramble to license the rest of their content to any streaming service provider they can, increasing content availability and pushing prices lower. If Apple wants to be disruptive, they will stream NFL games over the Internet on demand. If they can get rights to broadcast NFL for a reasonable price, they win. The company that gets the NFL for streaming wins. If Apple doesn’t, bet that Amazon will. On to the Summary: Webcasts, Podcasts, Outside Writing, and Conferences Rich quoted on SaaS security services. Adrian quoted in SearchSOA. Compliance Holds Up Los Angeles Google Apps Deployment. Mike plays master of the obvious. Ask the auditor before you commit to something that might be blocked by compliance. Duh! Favorite Securosis Posts Adrian Lane: A Kick-Ass Cloud Database Security Automation Example. And most IaaS cloud providers have the hooks to do most of this today. You can even script the removal of base database utilities you don’t want. Granted, you still have to set permissions on data and users, but the
