Member Mailing #231: A Difficult Road Ahead for Discovery+ in Streaming & Alternative Models

Discovery bets on streaming despite growing evidence Disney and Netflix have already captured the space

Two weeks ago, I asked in a blog post "Are There Better Options for Discovery in Streaming than its “SUV”? I concluded:

We do not know what [the SUV] will be priced at, and the SUV does not have scale, yet. In fact, right now it has a customer base of zero.

With existing partner Amazon it quickly gets reach to 40MM households, and presumably can lock down…