Quibi Will Be a Multi-Billion Dollar Company
divinations.substack.com
divinations.substack.com
Quibi's premise might be new but the market they're competing in sure isnt. They want users to pay for access to a catalogue that is currently a sea of garbage and unlike Netflix or YouTube they don't have the raw content volume needed to micro-target users with trash that at least suits their underserved tastes. The entire value of Quibi is the idea that media should be transitioning towards formats that favor mobile and this is something that any of the established players could copy in an instant because most of the 'tech' is just having two camera choices at all times (for portrait vs. landscape orientations).