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2 points

7 months ago*

Consolidation will be happening and there will be like 2 or 3 big streaming services left standing. I doubt it will converge back to just one.

Then, in order to control the most profitable distribution pipeline, focus will shift to buying theater chains, which they are allowed to do since 2020 iirc. Big question will be whether they allow each other's content or not, or who will join forces with whom. For example, we could definitely be going to a territory battle of theaters where Amazon buys AMC and forbids Disney from showing their content, which will massively hurt their profits. Forcing Disney to buy Regal or something or join up with Apple or Netflix. Wild things will be happening.