
Netflix has just launched their first linear programming channel in France. According to Variety this is what the company had to say, “In France, watching traditional TV remains hugely popular with people who just want a ‘lean back’ experience where they don’t have to choose shows”.
Further, “We’re trying a new feature for our members in France – called ‘Direct.’ Maybe you’re not in the mood to decide, or you’re new and finding your way around, or you just want to be surprised by something new and different”
The serpent has come all the way around the world to eat its own tail. Ragnarok begins, and Thor gets a new movie (hopefully directed by Taika Waititi until the end of ends). It really is all about circles, but I’m getting carried away from myself.
The point is, nobody wants to decide on anything at the end of the day. This is amplified when you’re trying to relax (think about that for a second) and watch some TV with (a) loved one(s). How many times has there been difficulty in choosing from an endless selection of movies and shows that just don’t seem right in that moment.
At least with linear television we could all complain about the shit episodes we saw together. The point is we had something to share. Sometimes it was a new experience (although usually not), but the important thing is that we did it together. This is where Disney+ has some serious magic (looking at you, weekly episode Mandalorian).
Once you pick a movie or TV show you’re happy for the most part. This is how people (myself included) can re-watch things many multiple times and continue to try to watch it again with the same social circles. We want to share experiences of what we watch. Netflix knows this and they’re probably going after an older demographic that craves a serialized channel.
What I’m really excited to see is how they branch off of this for younger and niche demographics. I think about how when I watch a movie or TV show that I really like, I try to scan the internet for other works by the contributors (writers, directors, actors, etc.). I usually compile a massive list that I could never get through and my biggest hurdle is comes back to simply choosing what to watch.
Netflix will come to know these behaviours, because I’m certain they’re not particularly unique. It’s the same problem heavy book readers work out (usually at a young age) there is not enough time to read all of the content you will want to read. You have to be selective at a certain point. The moral is do what you enjoy and do not judge yourself harshly, but it usually just paralyzes decision making.
All of this to say that I think curated content is the future. I think Taste & Talent do mean something, and the people with it will become incredibly successful in the coming decade. I believe curated content will be a pillar of the way humanity consumes media.
I think Spotify has a long way to come with their auto-playlists, but I have faith that Spotify 2 years from now (let alone 10 years from now) will look incredibly different in their ability to curate content. With the amount of data flowing through their system and their investment in AI and Machine Learning, it’s not far fetched to imagine popular curation in the near future. According to Harvard Business School, “As of December 2019, Spotify has 217M users that log over 100 billion data points per day”
This is great, and I’m not trying to sound like a luddite, but at a point, there’s no accounting for taste, especially with machines. Netflix has the closest model, but their biggest limiting factor is their ability to attract the best talent to work at their level. There are only so many high performing people in the world and not all of them can want to work at Netflix (though Reed Hastings is certainly trying to entice them all – and it’s a really good book so who can blame him or Erin Meyer).
Other companies are going to scoop up good talent, like HBO did with Judd Apatow, but that doesn’t mean they’ll be able to deliver it in well curated ways. I am talking about you Crave, your interface sucks, and it makes me consume less of your content.
So we’re going to need a lot of really good content, and we’re going to need it spoon-fed to us on a beautiful platter, but was that ever really up for debate. It’s just that there are some companies that are looking like they will be able to do it in really impressive ways.
The three biggest ones* that I can see in streaming platforms currently are Netflix, Prime Video and Apple TV. Nobody is in the same ballpark as Netflix in terms of content creation, and it’s going to be at least 2 years before anyone is able to catch them at this point (my money would be on Prime Video, but who knows what Tim Cook wills Apple to produce).
The thing about Prime Video and Apple are they have the ability to distribute in unique and powerful ways. Amazon has a presence in over 80% of homes in the United States. Apple is a status symbol cult that is working to brand itself as the “Privacy” option. Both have money to spend and unparalleled influence, so I’m willing to bet a programmatic viewing experience from either would be incredibly popular in select groups (if not mainstream).
Final point for Apple, their influence through Apple music is a great overlap, but if either Netflix or Amazon were to partner with, or acquire, Spotify, I’m fairly confident to say it would be game over.
The next big thing that isn’t being talked about a lot right now (unless you also listened to Tom Rogers on Scott Galloway’s Podcast, like the dozens of us that tune in every once in a while) is the lackluster state of news consumption in the world.
I think the basic principles covered above also apply to the news world, especially in terms of linear programmatic content and having a beautiful viewing platform. To take a quote from Tom Rogers, “There is no ‘Spotify’ of the news world”.
If you’ve gotten this far, thanks for reading my prediction. If you have thoughts on anything I’ve talked about, or questions on why I think pre-curated content will become important let me know in the comments.
-Jake
*Notable contender was Disney+ (and I plan to expand on this in the future)…HBOmax/Crave you have a long way to go before you earn that respect…



