[ 00:00:19 ] Well normally the benefit to me is I run events with other people coming and I get to ask the money people their opinions so. And then in turn they bring me in to ask my opinion of people we listen to you know I have some real rough times right now believing everything we’re doing in this world. Right. We have. If you go on the Wall Street Journal you have the billions dollar startup section of the place and I kind of sit there I scratch my head and say you know all that money for just these few companies doesn’t strike me as the wisest move in the world. So but on the other hand momentum wins in these in this world we were discussing earlier about the fact that Netflix and Hulu weren’t won Emmys right. And you look at the fact that they spent all that money on content. And you go OK this works for the time being. But at some point somebody is going to say you know the subscription pays doesn’t pay for this kind of content we’re producing. So you either have to join up with another company that’s got money like YouTube did with Google or you’re going to end up in you know some sort of relationship with cable operators or some other licensees. Right. So you know we’ll see what happens with the future. You know it’s a very amazing world right now. I’m a big believer that silicon is going to have a huge impact on how we deal with. Forte and the video there because of the fact that you know there are just too much bandwidth requirements for too few spots in this world. Right. My daughter and my wife and I hate each other’s choice in TV right. No one watches the same thing. So the result is that we would need something in the neighborhood of 45 K worth of bandwidth coming at us. And I did my test that I’m 25 k now I saw that that severe is offering a hundred K which you know I don’t live in their territory but I’m somewhat suspicious of hundred K opportunities that requires a lot more throughput than I think they have at the present time. So we’ll see what happens going forward.
[ 00:02:21 ] So all of us are old. OK. And in the old days the way that you serve it’s residential communities you had this one aggregation spot in the neighborhood that you then distributed that the network through that 5G a lot of people are talking about 28 gigahertz. Twenty eight hours is a wonderful is a wonderful place for a lot of bandwidth but it doesn’t bend. And if you ever did network planning with Platt’s and actually having to look at where customers are. Neighbors band great There’s always that one house that’s got kind of a you know three corner experience and then there’s all this other curves that happen and you sit there and look at it and say well we’re going to have to put some sort of device there that then redistribute from the 28 gigahertz and see that device out in the marketplace yet. I think it’s going to come but I don’t see it at the moment. If you really want to get down in technology we can talk about some small cell phones and and dies. I like Dye’s more than small cells because small cells are normally particular carrier solutions well as can support all sorts of carriers. And that’s my belief as to how it’s going to work in the future. You know most of the towers are a shared space. I don’t expect that we’re going to end up in a situation where the winner takes all. So that’s my expectations for the future. We’ll see if it’s true or not.
[ 00:03:44 ] I think the advertising advertising space is where things have got to change the most dramatically. And I don’t know quite how to make it so that broadcast television has the equivalent of impressions versus collectors which is you know how Google and all the other places online work and you know Google’s made this wonderful protocol called open to our TV where we all can basically throw our commercials in and have our ads distributed. I would think that that’s going to come into this space at some point. When and how. I’m not quite sure yet but that would be my expectation. Traditionally things stall right. And one of the things that is frustrating to me as a Netflix subscriber is they’ve put all their eggs in the content basket that they created. You know I’m old I’m sorry I apologize for that but you know I want to see things like the mouse that roared. You know I’ve got Trump talking about North Korea and I want to get some perspective. So I want to go back to a Peter Sellers movie from the 60s right. And the only way you can get that is for them to send it to me. And candidly I can get that at my local library. So I’m kind of sitting there going you know there’s this model seems to me like it plateaus at some point. So that’s my own guess on it. You know what are we at 300 million people in the US right now. And what do they got in subscriptions. I forget it’s in it’s in the. Yeah I think the the they’re already at the point where they tell me they’re saturated so I don’t see how they progress much further. Well here’s the weird thing. I mentioned this earlier that I’ve been talking to a lot of local broadcasters and they’re all desperate to get onto a Roku or an Apple TV or any of those boxes and get their advertising models into that space. I think there’s opportunity to kind of re monetize the whole thing going forward. But I fully expect that at some point Netflix is going to offer some sort of tier where they’re going to have advertising solutions going forward. Well I’m trying to create a very interactive advertising platform that takes advantage of advertising space and communications bottles on an old bell head. I know how to make it so that I know exactly what the end user is doing. No offense to my Google Analytics when I look at my quick throws but I get a lot of aggregation without giving me the real discernment that I want going forward. And if I dig deep enough I can get there but there are simpler ways for me to have that information. I expect that that’s going to be the value that I bring to the marketplace at some point.
[ 00:06:43 ] The issue is you know most local advertising says it’s silly things like call now operators are standing by. Right. And there’s no way to call now from the TV. And yet as we move to IP television it’s interactive and there’s ways to make that happen. And the question is who’s going to do that how is it going to happen and how is it going to work. I like web RTC as a model to make that happen. I’m not sure that’s the model that’s going to last. You know it’s very browser based. And the problem is that you know as usual with the browser industry everybody is HTL five with their own version of H.A. five. So you’ve got you know Microsoft being an RTC company. You’ve got Apple saying yes they’re going to support web R-S.C. like Google made it. But if you look at chromium chromium deviates from what Google does and what Firefox does so you end up in the situation where it’s not quite there yet you know but eventually something interactive it could be web sockets that can be one of those.
[ 00:07:49 ] You know my brother works for a large company that’s going container crazy. So there are different ways to make all this interaction or current system matter of having the drivers to get there and I think advertising is going to be the driver.
[ 00:08:10 ] I think most people hate ads because of the fact that ads interfere with their experience right. No one fights over the fact that people magazine has you know 80 million ads in it and as you’re walking through it because you have an expectation that it’s just there passively and if it catches your eye then you pay attention to it. Right. I think that advertising model is going to prevail on the web eventually right now. You know most of us are scared to death to click on the ad because the next thing you know it takes you off the page you want to be it expands it does all this stuff you know captures you and keeps you as a slave right. That’s not the model that’s going to sustain. So you know that’s that’s my expectation. People want to come come look at Gemstar. I’ll warn you that that we’re a vision not a product yet but you know vision is good you know so you know we do have a patent that’s pending so hopefully we’ll get the patent through. And those people who like us will license it from us but we’ll see what happens. Google’s got Web RTC and they’ve got open our TV. It’s how do you take an advertising model and make it a communications paradigm that’s basically what our patents about. Very simple stuff. If you lived in the phone company as long as I did and did all the stupid things I did you’d understand it perfectly you know that my patent lawyer sitting there saying to me I want you to give me methods and I sit there I go. I do call control for a living. Everything’s a part of the method to me. You’re not going to get what you want because it’s all general public stuff you know. Let me give you the methods as it applies but don’t make me deviate from you know telling you about how it’s different from what we already have.
Thought Gallery Channel:
Backstage Conversation Season: 2017