Look a Cake! A Cake!

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Look a Cake! A Cake!
Number 48
Broadcast Date December 8, 2014
Episode Length 1:05:25
Hosts Brian Brushwood, Tom Merritt
Guests Veronica Belmont

Why Nielsen numbers may show the death of TV and the streaming sticks are winning the streaming wars.


Opening Video

Primary Target

Nielsen “Total Audience Report” from Wednesday
TSV 55+ PC+Mobile +55% Q3 yoy TV —-
TSV 18-49 PC+Mobile +53% yoy TV -3%
TSV 25-54 PC+mobile +62% yoy TV -2%
NonDVR Trad. TV 141h9m hours/mo -4% yoy
DVR Trad. TV 14 hours 20 mins/ month +(12h31m)
Internet video 10 hours 42 mins/mo +63% (6h41m)
Netflix users stream 46 hours/ mo.
GfK reports 1/3 Streaming device owners reduced pay TV
20% of TV viewers own a streaming box

Signals Intelligence

Chris Welch of The Verge reviewing Google Fiber offering.
Dinged the TV service
“Looks like cable box UI”
Tons of channels, DVR w/ 2 TVB, VOD, netflix built in.
Bad search
Doesn’t integrate with Google service like Google Play
No portability to DVR recordings

Gear Up

Parks Associates survey 10,000 homes
10% US broadband households bought streaming-media box this year
29% Roku (down from 46%)
20% Chromecast
17% Apple TV (Down from 26%)
10% Fire TV
~5% Sony

Front Lines

Which isn't launched but is apparently luring top YouTube talent with exclusives and lucrative deals. The Wall Street Journal says Google is also offering rich funding deals to select stars to create new channels.
Season 2 of The Leftovers will apparently leave Mapleton, NY and most of the cast members behind though the Garveys + Nora are all sticking around and apparently Chris Eccleston as well. Liv Tyler and Ann Dowd (Patti) might also hang on.
British fashion vlogger Zoella (Zoe Sugg) — has become the UK’s best-selling debut novelist, selling more copies of “Girl Online” in first week sales than J.K. Rowling, Dan Brown, or E.L. James. Zoella has 6.5 Million subscribers on YouTube. Earlier this year YouTube star Grace Helbig hit number 1 on the NY Times best seller chart with “Grace’s Guide: The Art of Pretending To Be A Grown-Up”

Under Surveillance

Available for purchase Jan. 5 on digital. Blu-ray release coming next summer.
What Happened, Miss Simone?" will tell the singer's story in her own voice using over a hundred hours of previously unheard interviews.

2014 Winter Movie Draft

  • draft.diamondclub.tv
  • 1. Scott: $335,906,476
  • 2. Tom: $260,177,586
  • 3. Brett: $85,293,639
  • 4. Brian: $78,190,085
  • 5. Justin: $44,605,802
  • 6. John: $16,657,382

Dispatches From The Front

Just a thought on why Netflix and their competitors don't really need independently gathered viewing stats... They can find the popularity of any streamed show by using social media.
I would imagine that's actually more meaningful data, you can gauge the popularity of a show during its run on a streaming service by how much it's talked about, and that's all a competitor really needs to know.
James in the UK

With the change of Star Wars from a summer release to winter release (purely for Christmas toy sales), how will this "Babe Ruth" moving to the Puerto Rican League change the winter draft. Please join me in the conference room for an open discussion and refreshments.
Your Boss

Hey guys, remember that unbundled Canadian media service we were talking about last time I was on the show?
Well, it's out, I've signed up for a 3-month trial.
Short answer, it's a pale shadow of Netflix (Canada). They blew it.
Okay selection of older TV shows, not many movies - none newer than 2012. A few things that Canadian Netflix doesn't have.
It's $8.99 a month, so I guess it would be the equivalent of ordering Amazon Prime so you've got a deeper selection of shows to choose from. I'll :probably watch a few things I can't get any other way and then not renew it after 3 months.
Imagine a clone of Netflix, with less selection, a slightly higher price, a less refined interface, worse recommendations, more Canadian content, no device support.
So... meh.
One advantage is that content streamed from Shomi doesn't count towards your data cap. So, if you've got a low-end account, it might make sense.
Fraser Cain

I was wondering if you could answer my question.
I know Brian hates OTA transmissions, but does current OTA infrastructure allow 4K content to be delivered OTA? Is there enough bandwidth for long distance transmissions?
If a cable company wanted to deliver 4K content to me through a STB, would they need to run new lines? Is there enough capacity on normal cable lines to deliver to STBs today? Does it matter if it is coming through the internet 'portion' of my cable line or the 'television' portion?
Your boss, who updated his credit card,

Jim tells story about getting hulu plus, being about to cancel, but then keeps it because of the big difference the reduced number of ads makes, then elaborates below
Just my 2 cents. Keep up the great work!
PS: The math-
Five 30 second ads per break (typ) - two 30 second ads (plus) = three 30 second ads per break * 3 breaks per half hour + 1 additional 30 second pre-roll ad = 5 minutes per half hour
5 minutes per 1/2 hour * fifteen half hours (5 hour shows & 5 half hour shows) = 75 minutes per week * four weeks = 5 hours per month.

Tom and Brian,
I wanted to add my two cents to the discussion of YouTube Channels. I find most of them really frustrating nearly to the point of uselessness because they combine the worst elements of cable bundling and social media feeds. What I mean by that is many if not most of the most popular channels combine a bunch of different shows on their channel like a micro-version of cable channel bundling. I'm a big fan of TableTop, Wil Wheaton's board game show on Geek & Sundry but don't want all the other offerings. I want to subscribe to those channels to support the content I love and their producers but then comes the social media feed price in that all those other shows clutter my feeds so that it's far too much work to find the videos of the specific shows I want to watch. The result is that I don't use YouTube nearly as much as I otherwise would because it becomes too much work to find the individual shows I want to see.
Obviously this issue has to do with the intersection between the user experience (ideally, producers like Geek & Sundry could create a channel for each show and a master channel of all their shows so that I could pick and choose and curate my feed) and the economics (if producers did that, their channel subscriber numbers would be dispersed and diluted effecting their ability to negotiate, monetize, etc. What I'd hope is that Google would produce some more sophisticated mechanisms whereby a producer could offer multiple shows on an aggregated channel while simultaneously allowing me to filter my feed for only the shows I want.
Perhaps this helps explain the frustration of the feedback asking for channels be explained, or perhaps it's just my own ramblings. Keep up the good work gentlemen.
Your boss,

Greetings, programs.
Just finished re-watching the Primary Target segment about sports on show #47.
First off, I find it interesting that Re/code is paying an analyst for data on ESPN that I've had available for free at WhatYouPayForSports.com/Numbers for almost two years now. Clearly, I'm doing something very, very wrong.
Second, I've done several analyses on how much ESPN makes compared to what it spends on TV rights for major sports, and how cord cutting might impact ESPN in the long-term.
...and the bottom line is that cord cutting would have to increase dramatically over the rest of this decade before it would have a real impact to ESPN's bottom line. ESPN and TNT just signed a 9-year, $24 billion TV deal with the NBA. Does that sound like the move of networks concerned with cord cutting?
What's more, if Dish Network's NuTV service takes off, ESPN could collect MORE per subscriber than they could from the cable bundle, which means they could PROFIT from cord cutters who want to get rid of cable without giving up sports altogether. This would put ESPN in a much better position than Fox Sports 1 and NBCSN, it's two biggest competitors.
I'm a long-time sports fan myself, but I'm also a cord cutter, and right now, I'm sharing TV Everywhere passwords with family to watch sports at home. HBO CEO Richard Pepler said password sharing wasn't an issue for HBO, and I suspect other networks think the same way. The data on what people watch, when they watch it, and what devices they use to watch is just as valuable right now as carriage fees. Smart networks can hook us now and sell us on new over-the-top services later -- and in the meantime, WatchESPN has ad space to sell.
In the end, though, it will be sports fans who pay for sports. Which is how it should be.
Continued success with the show.
Durham, NC



Preceded by:
"The Sports is a Lie"
Look a Cake! A Cake!
Followed by:
"Did You Just Quote Frozen?"