The Future of TVs and Living Rooms

Fred’s analysis of Mark’s analysis:

The Internet has mostly been a level playing field where the best product wins. That has not been the case in the world of big media and CE. Money talks loudly in that world. So it is still unclear whether Internet economics will work in this sector. But I am hopeful. If it prevails, this will be a very interesting market sector to invest in for the next decade (at least).

Prescient.