Dirk Knemeyer

The future of cable companies

The future of cable companies, December 22, 2010

A short comment contextualizing the prediction could go right here

Ok so number two is cable companies on the rise and, you know, this is one that people maybe aren’t seeing coming quite as much as the other things we had mentioned where the trends are already there but they just haven’t broken through. Cable companies are really going to be at the epicenter of a lot of things we have talked about today, things like privacy, things like streaming and video. We’ve already heard the stories about the company that handles traffic for Netflix and the battles they’re having with Comcast. Those kind of battles are only going to intensify. The cable, the pipes that connect the internet too us is ultimately where it’s at. Once that’s shut off it’s nothing.

So the role of cable companies, the importance of cable companies [in 2011] is going to increase, but I think in my opinion, ominously, they’re going to gain more power, and I think they’re going to have more… insidious is too strong… they’re going to have business models that impose upon us more and we’re going to start to get a peek into what their planning, because the world of 500 channel cable TV, like that’s peaked, that’s going to be more of a thing of the past. People are looking for they internet connection to connect to some channels, some sort of canned, quote-unquote, television content, but more to tap into a bigger world. That’s what cable companies are going to try to start monetizing, and in 2011 we’re going to see how they monetize it and what that looks like and what that means and I don’t think we’ll be happy with a lot of what we see.