If you’re only reading one long thought piece today, I’d suggest you make it this one: SoCal-based VC Mark Suster just published an excellent high-level overview of the trends that are shaping the NewTeeVee world that we’re covering here every day. His piece, titled The Future of Television & The Digital Living Room, touches subjects like the importance of the iPad (s AAPL) and other second screen devices, the success of YouTube (s GOOG), the function of good content discovery tools and the changing nature of content, and he’s spot on with most of his views.
Take his warning of telcos repeating their mistakes by once again trying to move up the stack, for example:
“I see a repeat from television manufacturers and MSO’s. They know that the world is changing and they’re shit scared of what that means for hardware and pipeline providers. The hardware manufacturers are on razor-thin margins and see that having apps on TVs will be a way to build direct relationships with consumers and built higher margin businesses. It’s hard to blame them. But none of this will stick. Not because they are bad companies – but because software is not a core competency. They will never succeed in these businesses.”
Check out the entire piece on Suster’s blog.
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