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Happy Monday War & Peaceniks!
While I was on vacation last week, rumors swirled into a twister about Netflix buying Roku. So, on my vacation, I made you a new map! Meet The 2022 CTVerse…
There were a LOT of hot takes about the combo: from “a match made in heaven” to “Looney Toons.” Many of them are chronicled here. But to understand the implications of such an acquisition, you have to zoom out and look at the shape of the entire connected TV/streaming ecosystem, which no one (surprise!) really took the time to do last week, while they were issuing knee-jerk reactions to the rumor.
So let’s deep dive in:
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