Sunday, September 25, 2011

Execs Don't Agree on Whether A La Carte Means Lower Consumer Prices

“Don’t sell products into a platform where you end up with less money than when you were selling it to the previous buyers," says Time Warner CEO Jeff Bewkes. That bit of advice suggests why consumers might not save much money, if any, as professionally-produced video and movie content distribution shifts from current channels to new channels. Cordcutting Hasn’t Arrived

Over-the-top programming could help moderate rising programming costs in the future, Cablevision Systems chief operating officer Tom Rutledge has said. Lower content costs?

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...