Member Mailing #262: Roku, YouTube & Product Channel Fit
Neither Roku nor YouTube is incentivized to cooperate, but they *need* each other to succeed in Connected TV
Key Takeaways
Google’s demands in its negotiations with Roku suggest Google is trying to mold the Roku’s hardware to its product needs, specifically its AV1 codec
This would suggest Roku has vulnerabilities that Google is trying to exploit with “anticompetitive behavior”
The Co-opetition framework (Monday AM Briefing #47) suggested Roku and Google were not…
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