Member Mailing #272: After Sun Valley, Co-opetition or Competition in Connected TV?

Are traditional media CEOs better off bundling to solve for the last mile in Connected TV because that’s where the ad dollars are going? Or solving for something else?

Key Takeaways

• Traditional media CEOs shared a fear at Sun Valley that “Apple or Google or Roku or some other third-party player will become the new cable operator”

• This fear is reasonable and is most likely focused on Connected TV eyeballs and ad dollars, where these third-party platforms are competitors

• The fear is also unreasonable: Connected TVs are one…