The cable company has become the modern-day telco. What's old is new again. Just like cable took business from the telcos, fiber is now going to take business from cable.
The lines are very blurred between social and streaming on a device. If you are a brand that is creating social videos, you should absolutely be talking to your publishing partners and seeing if you can get those videos on that large screen.
I believe Netflix will continue to lead the market... The challenges for other operators, especially big tech companies like Amazon and Apple, will be very different from those faced by Netflix.
I saw firsthand just how little competition there truly was for publishers and what that did to the marketplace; regardless of what a publisher wanted to do, or which vendors they looked at, you still always needed GAM.
The dirty secret is that search steals a lot of credit from TV, and we see that in the data. Once people understand the analytics around that, they’ll heavy-up on TV as the most performant medium.