22 October 2004

Watching TV

Brad Feld lays out some good thoughts on the future of watching programming. I am currently lugging around a 100 page presentation by one of the Big 4 on the future of media. Based on a series of interviews with CEO's of Disney, Viacom, BSkyB etc they try to get to the bottom of how they view the future. Let me say at this point that I am on page 50-something but my big takeaway is that they all have different views of the future - except they all know that the 30 second add is dead.

I sat for a while on the boards of 2 TV network / station groups in Russia, am an investor in Russia's largest producer of Russian language content for TV, and are currently selling a media-selling agency, but feel all at sea in this business. As I don't spend much/any time in Beverly Hills I can't say whether medialand spends much time talking to VC's like Brad - they need to. Innovation is about to eat them up. What will be left is some of the least profitable parts of their business (gross margins at less than 40%).

Martin Geddes put in a great post on creative destruction in the telecom industry from VON. I have not seen the same introspection in the media industry.

1 comment:

Anonymous said...

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Have a nice day.
Otai

22 October 2004

Watching TV

Brad Feld lays out some good thoughts on the future of watching programming. I am currently lugging around a 100 page presentation by one of the Big 4 on the future of media. Based on a series of interviews with CEO's of Disney, Viacom, BSkyB etc they try to get to the bottom of how they view the future. Let me say at this point that I am on page 50-something but my big takeaway is that they all have different views of the future - except they all know that the 30 second add is dead.

I sat for a while on the boards of 2 TV network / station groups in Russia, am an investor in Russia's largest producer of Russian language content for TV, and are currently selling a media-selling agency, but feel all at sea in this business. As I don't spend much/any time in Beverly Hills I can't say whether medialand spends much time talking to VC's like Brad - they need to. Innovation is about to eat them up. What will be left is some of the least profitable parts of their business (gross margins at less than 40%).

Martin Geddes put in a great post on creative destruction in the telecom industry from VON. I have not seen the same introspection in the media industry.

1 comment:

Anonymous said...

Hi, Need to know about telecommunications story or update, so visit my website **Telecom** site/blog. It pretty much covers Telecommunications Updates related stuff.

Have a nice day.
Otai