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YouTube films

Just thought this was interesting, YouTube now has a film section.

It's pretty scarce but definitely a sign of things to come. It's clearly testing the waters for a NetFlix type model.

In this vein, the New York Times had an interesting article on NetFlix - Netflix Helps People Cut Cable Cord, Report Says. It's interesting that the stats are showing that the rate of people looking to dump / decrease their cable has more than doubled in the past year.

Way back in September of 2010 I spoke about this phenomena.

I suspect the trend is going to speed up faster than anyone expects. You look at a stock like Rovi Corporation (the folks behind the DIVX codec) and it's more than doubled over the past couple of years.

The reality is that the new model will simply be a single fibre optic connection to the home and all voice and video services delivered through the Internet. It should be the largest replacement cycle the world has ever seen and a huge opportunity for companies that help users access and congregate online content.

The only reason it's happening slowly is that the traditional carriers are doing their best to slow it down (at lesst here in Canada that seems to be the case). They don't mind people moving ot the Internet, just so long as they don't lose revenue in the process (unfortunately there's no way around that).

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