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The thing I'd point out is that if you're taking 30% of revenue from 4 streaming services, you're getting more revenue than if you operated a streaming service. I agree that these boxes/sticks need some recurring revenue (120% of the revenue of the streaming services). However, should they receive more revenue than the services themselves?

If they're taking 30% from Netflix, 30% from Max, 30% from Disney, and 30% from Paramount, they're getting over $16/mo. Should it be $16/mo per user?

The problem isn't that they need revenue. It's that the revenue demands seem very high compared to the costs of maintaining those boxes. They aren't looking for $10/year to cover their costs and make some profit. They're looking to get more revenue than those actually creating the content.



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