Aggregation & Context in The Video World And Threat To Media Companies

Late last year Bear Stearns analyst Spencer Wang came out with a report on Long Tail, and how the content and distribution value chain will get affected by the rise of the tail, so to speak. Now he elaborates on it in another report, this time focusing on the rise of online video, especially consumer-generated, and how this will lead to the rise of aggregators in the market. The full PDF report is here (39 pages). Click on image below for their key “findings”…kinda obvious, but good in intellectual rigor.

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