The Future of Content
John Mauldin
December 20, 2010
Este artículo no está disponible en español. Para su comodidad, aquí está la versión en idioma Inglés.
Quick housekeeping note: IF I write an e-letter this week it will be earlier in the week. There will be no letters next week, then we launch the first Saturday morning in January with my annual predictions letter. And just for fun, one of my readers said that the title of last week’s letter should have been “Kicking the Grenade Down the Road.” Better check that pin! Now, this week’s OTB.
I
am fascinated to watch the world change at an ever-accelerating pace. Today’s
Outside the Box looks at some of those changes, specifically the future of
Apple, Google, and media in general. I found this to be a fascinating exchange.
Whether you are an investor in tech or simply a consumer of media services (and
since you’re reading this, you are), your world is getting ready to change in
ways that will boggle your mind – they do mine, at least.
I shot this week’s OTB to my friend
David Brin, the sci-fi writer, social critic, and one of the world’s leading
futurists. Here is what he said:
“John, I found the Whalen interview
brilliant and very informative. I always like guys who take the big, big
picture. (Note: I bought AAPL in 1983 at 20 ... after splitting twice, it is
now at 320, so I am biased by happiness.)
“It does seem to me that Whalen
touches on a key point when he says: ‘It will be interesting how this all gets monetized.’
“He correctly sees the monopolistic control model of
content-delivering ‘pipes’ collapsing into a vast lake of content. Though this
won't benefit the content owners, either. Moreover, the makers of specific
mobile hardware will matter less and less. Money will still be made by each
year's best device maker, but it will remain a hardscrabble, highly competitive
world. Device-making will not be a robust business model for steady and ongoing
profit.”
This is an interview of Michael Whalen (see more on
him below) that was conducted by my fishing-buddy friends at The Institutional Risk Analyst. Chris
Whalen is one of the honchos there, and he rounded up his brother for the
interview. Contact numbers for them (and a free trial subscription) are at the
end of the piece.
So
put on your thinking cap and let’s jump in.
Your thinking high-speed wireless broadband is the future
analyst,
John Mauldin, Editor
Outside the Box
JohnMauldin@2000wave.com
Apple,
Google, NewsCorp and the Future of Content: Interview with Michael Whalen
December 7, 2010
In this issue of The Institutional Risk Analyst, we speak to Michael
Whalen, (Emmy) award-winning composer and new media observer, about
the outlook for the business of creating and delivering content.
Since graduating from Berklee College of Music, Michael has taught a business
for music class that has saved thousands of young artists from making
terrible mistakes with content and other...
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