2. Buy Pipes. Many have thought that communications infrastructure would become "dumb pipes" and the content and/or hardware companies would win home "infotainment." Pipes companies are still pretty valuable it turns out, and on-demand video hasn't really eroded that. You still need cable or fiber to your home to watch Netflix, and it's not like total revenue to the "cable" companies (Comcast, Time Warner Cable, Verizon Fios, etc.) has really declined. Plus, building out a telecom network to the home is pretty hard and costly… there's a reason Google Fiber is available in precisely 1 of the top 100 US cities. The satellite TV guys (DirecTV, Dish Network) have good pay TV businesses and nationwide coverage but lack true broadband Internet offerings, so they wouldn't be a fit.
2、收购管道。许多人认为通讯的基础设施将成为“哑管道”,而内容和/或硬件公司将会赢取家庭的“资讯娱乐”项目。现在看来,管道公司仍然颇有价值,而即时点播的视频并没有淘汰管道。大家仍然需要电缆或光纤接入家中,以观看网飞上的节目,而“有线电缆”公司【康卡斯特(Comcast)、时代华纳有线(Time Warner Cable)、威瑞森(Verizon Fios)等等】的总收入也没有真正减少的迹象。此外,建设通往家中的电信网络难度很大,而且价格不菲……Google Fiber仅在美国前100座城市中的1座提供这种服务是有原因的。卫星电视公司(DirectTV、Dish Network)有着利润颇丰的电视业务和覆盖全国的网络系统,但是缺少真正的宽带网络服务,所以他们并不适合。
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