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Howdy, I'm MG Siegler. I’m a general partner at CrunchFund and a columnist for TechCrunch. This is where I collect things.

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Apple Television: The iPhone Model Or The iPad Model?

Based on one story from The Globe And Mail, there are a lot of interesting new thoughts about the supposed Apple Television today. The big question: will Apple partner with any of the cable companies for the product?

Based on everything we’ve seen in the space the past several years, I think they have to. The question is: will it be more like the initial iPhone partnerships (exclusive to one carrier in the U.S.) or the early iPad partnerships (multiple carrier options or the option to do no carrier at all)?

As I wrote back in April of last year:

The only real problem for Apple in getting into the game would be the cable companies’ monopolies on the local level. Unlike the carriers, which are nationwide, the cable companies dominate their regions and there’s often little competition (which is, of course, bullshit and the government are cowards for allowing this to continue). 

Let’s say Apple teamed up with one of the cable companies, like Comcast. They would likely have to do an exclusive deal with them to get them to bend to some of their demands (like getting rid of their shitty cable boxes in favor of a built-in Apple control guide). This is why Apple was exclusively with AT&T all that time. But not everyone can get Comcast. So the market would be limited. 

…More

Tags apple apple television tech television on

The Roku Stick

This is interesting, a new Roku box that’s not a box at all, it’s a stick — essentially a thumb drive. Yes, that’s insanely small for a set top box but perhaps more importantly, it doesn’t require a power cord.

This is possible thanks to MHL (Mobile High-Definition Link) which is integrated into newer HDMI ports. This also allows you to control the Roku with your standard TV controller. 

Imagine a cable box that worked like this? Instead of a gigantic, overheating piece of shitty plastic, it could be a tiny stick that you pop into the side of your TV. DVR capabilities might be an issue, but that’s all moving to the cloud anyway. 

Sadly, unless you go to Best Buy (and who wants to do that anymore?) to pick up an Insignia TV, you’ll have to wait until the fall to buy one of these bad boys. Too bad, Roku could use it now.

Tags tech roku hdmi mhl television

A Note From HBO, But Not From The Future

Jeremy Toeman responds to my letter to HBO (to let me pay for HBO Go without requiring that I pay for cable). He makes a number of solid points as to why the economics simply will not work right now.

But the keywords are “right now”.

I have no doubt that HBO is in no hurry to walk away from their cable partners who not only send them billions, but handle all the logistics (collecting the money, customer support, etc). But it would be very unwise to think that this model will continue in perpetuity.

The cable model is going to get disrupted. It may not happen next year, it may not even fully happen in five years, but it will happen. And as I said in my original post, HBO has a chance to lead this revolution instead of being run over by it. Right now, they hold the key: killer content.

If they’re actually worrying about things like not having the infrastructure to take payments or handling customer support, they may have already lost. They’re allowing themselves to be held hostage by a middle man that is not aging well (the cable companies). Again, one day he will die. And where does that leave HBO?

Scrambling to figure shit out while new competitors they never considered to be competitors eat their lunch — that’s where.

Tags tech television HBO cable

One More Thing About The HBO Plan...

After my post last night about HBO breaking its cable addiction, a number of you pointed out that this will never happen because HBO is owned by Time Warner.

That’s true — but remember that Time Warner Cable hasn’t been affiliated with Time Warner since 2009. They share a name (which they use under license), but they’re a completely independent company. Time Warner owns HBO, not Time Warner Cable. 

If you want proof of just how unaffiliated the two are now, look no further than the fact that Time Warner Cable is only now getting HBO Go access. Comcast and a dozen other cable providers got access first as TW/TWC negotiations dragged on. 

So while it’s a bit confusing, HBO’s Time Warner parent shouldn’t hamper my plan. Time Warner should be looking towards the future, not their old cable subsidiary. 

Tags tech time warner time warner cable hbo television

Dear HBO

First and foremost, I love your content. You’ve produced several of my favorite shows over the years, and the hits keep on coming. I’d love to watch Game of Thrones now, but I can’t. You see, the only way to get your service is to be a cable subscriber, and several months ago I cut the cord. 

The recent news that you’ve reached agreements with Cablevision and Time Warner Cable to make your iPad app, HBO Go, more widely available has plenty of people all excited. But to me it looks like a big turd sandwich. If I wanted cable, I’d pay for cable. I just want HBO, but you make it impossible.

I realize this is all about money. The cable companies send you a ton of cash and provide you with a great platform on which you are given prime billing to the elite tier customers. But the world is changing. And you need to get in front of it.

Though they’re going through a bit of a rough transformation right now, Netflix is clearly adjusting their cannons to aim right at you. In 2 years, they will be HBO — but better. Because they won’t require a goddamn bullshit cable subscription.

I’d gladly pay you upwards of $19.99 a month for direct access to HBO Go without a cable subscription. Netflix charges $7.99 a month for their streaming service right now, but thanks to your original programming, you’re worth a lot more. But Netflix original programming is coming soon, so your premium buffer won’t last forever. The time to strike is now.

If you could remove your lips from the cable company teat for a minute, you’d find hundreds of thousands — and likely millions — of customers happy to pay a premium for access to HBO Go without the cable requirement right now. That number is only going to grow. And fast.

Content is king, and you have the best content. If you do go cable-optional, a few of the cable companies may try to boycott you. But the ensuing customer relations shitstorm will only prove your value and will hasten the arrival of the post-cable world. You can lead this revolution.

So please HBO, I beg you, take control. Pre-empt Netflix and rise against big cable. Fulfill your destiny. Or I’m going to have to call on ESPN.

Update: Yes, Time Warner owns HBO, but…

Tags cable hbo netflix tech television on

More Vague Hints Of Clues About That Rumored Apple Television

The smoke around the Apple Television continues to billow, ever-thicker. But this latest report by Jessica Vascellaro and Sam Schechner for The Wall Street Journal sure makes it seem as if things are still in the fairly early stages. It sounds like Apple is putting a lot of options out there in their talks with the media companies to see what sticks.

If that’s correct, I say there’s no way we see an Apple Television until mid-2013 at the earliest. But perhaps Apple is farther along and is just holding their cards really close to the vest (likely knowing that the media industry is just about the worst when it comes to the leaking of information).

But despite years of skepticism by many, I continue to believe this is happening. You don’t have to look past this paragraph in the WSJ piece to realize why:

The pace of change puts media companies that make TV shows and program TV channels in a dilemma. On one hand, they hope that they can increase their profits by selling new services on new devices. But they are worried that a proliferation of new services could undermine the existing TV business, which brings in more than $150 billion a year in the U.S. in advertising and consumer spending on monthly TV subscriptions from cable, satellite and telecommunications companies.

They’re throttling innovation so as not to disturb their current cash cows. That’s not a winning strategy, it’s a losing one. And someone is going to come along and hand their asses to them eventually. It may be Apple, or it may be someone who can do it sooner. 

Tags tech apple television apple television

New 'Arrested Development' Episodes Coming Exclusively To Netflix

March 19, 2011, an article entitled: “Another Netflix Content Idea: Saving Cancelled Cult Hits”:

Would the economics ultimately work out? It’s hard to say for sure. Even the House of Cards bet is still very much a bet for Netflix as well. But I do think that a proven cult hit like Firefly would be much less of a gamble (and could likely be secured for cheaper than House of Cards was).

And that’s just one example. Arrested Development. Battlestar Galactica. Twin Peaks. These are all things that could succeed where they failed on television because it’s an entirely different model.

Bolding mine. Actually, entire article mine.

You’re welcome, Netflix. Next bring back Firefly and we’ll call it even.

Tags tech netflix television arrested development

Chuck Klosterman Argues That Breaking Bad Is The Best Show Of This Generation

I can’t fully argue this because I’ve only seen a handful of episodes of The Sopranos — shocking, I know. But I do agree with the basic premise that Sopranos, Mad Men, The Wire, and Breaking Bad are the four shows that most consider to be the “four horsemen” of this generation of television.

Removing The Sopranos for now, I’d personally rank them:

1) Mad Men

2) The Wire

3) Breaking Bad

I’d argue that Mad Men has seen a small amount of backlash in this discussion because it is the most mainstream-friendly of the shows. As Klosterman notes, it’s the only one what doesn’t regularly feature threats of death and/or violence. This may make it seem “soft”, though I’d argue that the subtlety in many episodes outweighs this. But, as the word implies, most overlook it. 

Also worth noting that Klosterman has argued that Lost is the best show on television before, but he rules it out here because it’s a network show, so in a different category. The others in this category that I think you could make an argument for are Deadwood and the first two seasons of Battlestar Galactica (the re-imagined SciFi version, obviously). 

Tags television mad men the sopranos the wire breaking bad