Somehow this week marks Bob Dylan’s 80th birthday. Some of you may not think that this is a big deal, but I do. The fact of his talent overwhelms many other ideas about what to write about, but here’s for the birthday boy. Keep up the good work
Next, we wondered why Dylan kept changing, refusing to be pinned, going to electricity, photographed on the Welling Wall, you name it. We were sure the direction was hungry, it seemed. Growing up in the sixties, everything was possible. After Trump, we are rethinking that. Crypto is a gift, better than gold, down 50%, up one third. If I want to throw money, just stand on the corner and hand it over to NXT.
As much as this stuff hurt my head, it makes it easier to second guess Discovery / WarnerMedia and Amazon MGM deals. In short, streaming has shaken the media world into massive turmoil. Linear TV Big Three – NBC, CBS and ABC – have lost control of our TV sets. Netflix has replaced the idea of an ad-supported product (Grey’s Anatomy, This Is Us) from a binge drop show about chess. No ads, monthly membership fees, and oh by the way, free shipping. That last one is Amazon Prime, which throws in a version of Netflix that is given to us during the epidemic, which is all. When we reach the vaccinated New Normal, it will still mean everything.
Many abbreviations later, cable networks look like this: You can go through NBCUniversal now known as Comcast for all your TVs and broadband for all your internet, or dump all that TV Is given and broadband is used to move to the new TV, now known as streaming. Amazon bundled delivery with Streaming (Prime) and Studio (MGM). Google bundled streaming (YouTube TV) with advertising (search). Verizon, AT&T, and T-Mobile bundled broadband with cash, and the first two tried to buy the studio and talent. The 5G carrier is Waterloo, which is ditching broadband as it overtakes the previous cable / content cartel.
This is a simplified and inaccurate picture of where we are going to be. But the center of the shakeout is what we do with this puzzle. The speed with which vaccination is being delivered suggests a timetable for restoring the economy and bridging the 5G gap and a breakthrough in a hybrid bundle of distribution and digital restructuring. Here’s a tricky question: If California has already vaccinated 71% of its population, will Gavin Newsom be recalled as governor? Here’s another one: Who will be the winner of the streaming media reboot? Spoiler Alert: Both are related.
As we ease our way into the new vaccination protocol, we start with our families and prepare for our colleagues and friends. In fact, we are building a new group that talks about the dynamics of digital acceleration. A year ago, delivery was a wartime requirement, not an economic option. Today, a restaurant or an event will be chosen based on the intuitive messages sent by the services. If a venue deals with masking and distancing as a transitional option for its customers, the underlying message is that of an evolving strategy based on changing information. Every day we experience more confidence in science and less fear of the unknown is the recognition of the new group we are creating.
Do we remember the movie theater experience? Sure, but not enough to leave the play-from-home cohort we’ve used in the past year. As our confidence increases, zoom calls also become more productive and a way to plan the days when we can reconnect individually. In this coalescence process, we build muscle for a new normal that gains strength from both virtual and physical worlds.
Now the success dynamics of the vaccine have started. Every day, week, month when the virus is low is marked by the accumulation of a new normal: the more things don’t change, the better things get. Government officials take credit for supporting the right horse. Children go back to school; Companies get the right combination of home office, collaboration room on Thursdays, and business travel the right size. The new general group develops discounts and incentives for its leading and influential people. Specialized bundles emerge in subscription streaming, combining ad-supported discounts in exchange for large production budgets. News subscription services provide cohort access to notification streams, replacing repetitive fear-based programming with science-based alerts and business strategy updates.
Answer: No, California is a blue state. And, we will be the winners of streaming consolidation – as the producers remind Hollywood of their power to validate the direction of how we live in the near present. In this episode of Gang, I refer to a new streaming network, Bookie, which has emerged to challenge the old Alphabet TV network with an alcoholic beverage of ad-supported binge goodness. Brent Leary arrives in the middle complaining that he doesn’t have a bookie. This is because I created it. Bookie, keep up the good work.
From Gilmour Gang Newsletter
Gilmour Gang – Frank Redis, Michael Markman, Keith Tier, Dennis Pombriant, Brent Leary and Steve Gilmour. Recorded live Friday, May 14, 2021.
@Tinagillmor produced and directed by Tina Chase Gilmore
@fradice, @mickeleh, @denispombriant, @kteare, @brentleary, @stevegillmor, @gilmorgang
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