Disintermediation and Value Creation
David and Ben discuss the concept of disintermediation in the cable industry, where the end customer developed a stronger relationship with a supplier than the cable provider itself. They explore the importance of owning the linchpin of content or distribution to create value, drawing parallels to the internet boom and the shift in value from telecom companies to content platforms like Facebook. The chapter also highlights ESPN's pivotal deal with cable Vision, marking the beginning of their behemoth business.In this clip
From this podcast
Acquired
Season 4, Episode 1: ESPN
Related Questions
What role did cable operators play in the development of the television industry as discussed in the episode Season 4, Episode 1: ESPN and the clip Disintermediation and Value Creation?
What role did cable operators play in the development of the television industry as discussed in the episode Season 4, Episode 1: ESPN and the clip Disintermediation and Value Creation?
What role did cable operators play in the development of the television industry?