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Decoder · September 10, 2024 · 48m

Tubi CEO Anjali Sud on why free streaming could win

Tubi CEO Anjali Sud explains why the free, ad-supported streaming model may be more sustainable than subscription streaming. Discusses competing against Netflix and TikTok for attention.

Canon

Sud observes that in a world of infinite content, the scarce resource is not what to watch but the decision of what to watch. The environment of abundance creates decision paralysis that good recommendation engines solve.

Highlights

Free streaming removes the subscription fatigue that drives churn
Sud argues that free, ad-supported streaming avoids the hedonic treadmill of subscription pricing: users don't constantly evaluate whether they're getting their money's worth, so they use the service without friction.