More hit shows mean more Amazon Prime members which means more goods bought on Amazon.
Apple’s feedback loop won’t be as robust, says a venture capital partner at Andreessen Horowitz.
From a tweetstream posted early Tuesday by Benedict Evans:
Trying to work out whether any other tech platform company has potential for the same strategic leverage from content that Amazon now does.
The challenge for Apple is that device replacement decisions are probably too infrequent to be determined by hit shows.
You could cancel Prime any time: TV is a strong reason not to. But is a cool show last year a strong reason to buy iPhone v. Android now?
Posit: exclusive content gives no leverage if everyone does it. HBO alone was compelling but now if you cancel one service there are others
Music and books now have no strategic value to tech. TV seems to have it for Amazon, but for anyone else it seems just to be marketing.