weeks - 4:40 pm on Apr 26, 2011 (gmt 0)
Good analysis. They are different markets. I'm taking the longer view, however, where they will both be going after the audience of the other. They are all competing for not just comsumers' eyeballs, but consumers' time.
YouTube's new VOD won't compete directly with NetFlix or HuluPlus because it offers one-off movie purchases just as I-Tunes and Amazon do. No subscription fees here.
Meanwhile, soon there will be a "Law & Order" channel and a NFL channel. That is to say, the brand will be the content and the content will be the brand. "Channels? We don't need no stinkn' channels," the NFL will soon say. (But, the Super Bowl will be on broadcast for a long time to come.)
Yup. Apple has been on the bleeding edge regarding TV. First, too much too soon, now too little too late. But, that's the game now.
So AppleTVs next release will be critical, and it can no longer be seen by Steve Jobs as a hobby if he wants to continue to play in the big leagues.