TVB commentary

YouTube — Or Is That


YouTube, the website synonymous with any online video, is looking to evolve. If you're the biggest player in a limited market, what do you do? Well, you expand. For YouTube, you explore the idea of building a new channel portfolio, one that has such high quality and unique content that you're able to charge a subscription fee for it. But in YouTube's case, they're probably better off staying where they are. We already have a subscriber paid niche player with limited vertical draw across thousands of different lightly viewed channels. We call that cable.

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