What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?
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Sometimes the centre of gravity in tech is very clear, but as we enter 2022 there are lots of areas where trillion dollar questions are wide open. These are the questions I wonder about today, from crypto to cars to fast fashion - there are others.
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When software eats the world, the questions that matter stop being software questions.
Read MoreLike Sky before it, Netflix is a television company using tech as a crowbar for market entry. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions. The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially D2C - what are the questions that matter?
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People in tech and media have been saying that ‘content is king’ for a long time - content and access to content was a strategic lever for technology. This isn’t really true anymore. Music and books don’t matter much to tech, and TV probably won’t matter much either.
Read MoreThe tech industry spent decades trying to get to the TV, but now that it's finally happening, it turns out not to matter much.
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