The mismanagement at Dish and DirecTV is staggering. The pendulum has now swung so far in the fragmentation direction that there is real value in bundling disparate content in a restricted fashion, and charging people for it - like cable/satellite bundles. Except now, the business models available are much more diverse because the telemetry of streaming is so much better. Where did the masters of media bundling go?

As a consumer, I really dislike that the media industry has made it my problem to figure out who owns the rights to something. Just take my money and let me see the content. Having to google “<movie> streaming” to see a list of options in different streaming providers who have varying levels of service at different tiers of their paid subscriptions is inane.

Whoever figures out the bundling problem will own a lot of eyeballs, and probably be able to monetize on ads too.