There was an insight in July. In this I wrote “I sometimes get a month subscription to load up on missed things and I have to as we all have budgets. I reckon that the UK is facing a much harder time. When they get to decide on two of the items (Food, Rent and heating) Netflix will be the first to go, and after that cheaper internet deals” and guess what. The Guardian gave us 4 hours ago (at https://www.theguardian.com/media/2022/oct/17/uk-homes-cancel-streaming-services-to-reduce-spending) ‘UK homes cancel streaming services to reduce spending’, all whilst my quote comes from Realisation, which is three months older (at https://lawlordtobe.com/2022/07/14/realisation-2/), so the issues given three months ago were largely ignored (like wannabe analysts stating that the loss of subscriptions were a mystery to them, or something like that). I saw the writing on the wall and the Guardian caught up three months later. As such I look at “total number of homes with at least one subscription fell by 937,000 from January to September” I see no real mystery here. As such we also get “The premiere of two of the most-hyped and expensive shows of all time – the $650m (£580m) productions of Rings of Power and House of the Dragon – failed to prove a big enough draw to reverse a decline of another 234,000 homes with at least one paid streaming service in the third quarter” yes, because these people really want to put their housing or food on the template of chance when it comes to a TV series and the setting that they are the most expensive or most hyped shows do not matter. People need to pay for food, people ned to pay rent and these elements were out on the shelf for too long. There is no real cap on food and the rent cap is limited to say the least. So these series miss out and those who have a few quid left, they will buy it when it is released on bluray. Which is given to us as “as cost-conscious households choose paying for essentials – such as energy, food and mortgage repayments – over home entertainment”, a simple part of the equation I saw three months ago and that is to some extent the solution I saw in gathering 50 million subscriptions. Because that will become a much larger station and it will get the one doing it $500 million or more. But then these people were aware, were they not? Consider that I accused Amazon and Google of letting that lie on the floor and three months after I stated the writing was coming to a wall near them. They did wake up and investigate, did they not? For all I care Elon Musk can buy it now and make life for them and Microsoft a lot harder. But I cannot do that yet, I am still awaiting response from Riyadh. So when we are given “The world’s biggest streamer, which has cut staff and become more disciplined with its $17bn annual content budget after earlier this year reporting its first subscriber declines in a decade, is forecast to add just 1 million new signups globally when it reports third quarter figures on Tuesday” I wonder if they caught on at all. More disciplined is a joke expression, it is like Google with their wannabe cheerleading “I am a lion”, all nice, but we know that the hunt is done by the lionesses, the lions just get them pregnant twice a day if possible. You see the lions are their for the lionesses the real hunters and “lions mate roughly every 15 to 20 minutes for two or three days—200 to 300 times in succession”, as such when you realise that what were the salespeople hoping at Google? For me the laughing matter becomes when (or if) Riyadh buys my IP, when they trump Netflix, Amazon, Microsoft and Facebook all in one swoop. I wonder who will be crying like a chihuahua then? Will it be Reed Hastings, Andy Jassy, Satya Nadella, Mark Zuckerberg or all of them? And it was not a hard equation, the fact that I saw this coming 26 weeks ago makes it that easy and there is optionally more, but I want to have a little more fun with this, as I should be allowed to.
The ranking of potatoes is not who is the biggest, it becomes a ranking of whom was the most idle of the lot and that insight might give you a few handles on where you have to go with what you have.
Lawrence van Rijn - Law Lord to be 