Thursday, January 26, 2006

Longs and Shorts of the Digital Living Room

Via Fred Wilson, Jeremy Levine of Bessemer Venture Partners takes a look at six trends in the Digital Living Room space.

I like this one:

"Consumers will continue to pay $100/month bundled cable/content bills.

I'm SHORT this one. First it will be just fringe content providers, but eventually even ESPN will want direct-to-consumer relationships. With a networked television, you will be able to sign up for a single content provider directly over the Internet. The cable company will provide a pipe and will still offer content bundles, but no one will be paying $100 per month for a boatload of channels they never watch."

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