Replies to post #4139 on Ideanomics Inc (IDEX)

[oracleofalvin]

maybe the nuance I'm looking for here is adapter vs. innovator I look at Netflix and an innovator...they moved to the mailed DVDs when no one was doing it and took market share....blockbuster tried to adapt with various one price unlimted rentals and failed. then netflix was the most successful early moving to the online model.....blockbuster tried to adopt that model again way to late. Redbox was just a low capex way to be a dvd store as an attept to be a lower cost provder.

[oracleofalvin]

the sports comment is a good point, but really more relevant for traditional live TV model with advertising....very high percentage of sports and a live events are watched live and you continue to see increases in tv contrcts ala basket ball, nascar, WWE. the other shows are increasingly DVR's so the lines between online and dvr is blurring (people jsut want to watch when they want to, with a trend towards binge watching multiple episodes.

content is king and will continue to be so in the online world, especially with exclusive deals....netflix has shifted their focus to creating exclusive orginal content as well as acquiring it. At 8 bucks a month priracy is a non-starter for vast majority with jobs...too cheap, too convienient to risk being made an example of.