Top of the big era

Seeing that he had figured it out, Zhou Buqi revealed the answer, "The concept of streaming media appeared in the 1990s, but it has not developed at all. Even if some video websites have appeared, they are all small and local. Website. The streaming media industry has exploded in recent years, Bob, do you really think it’s because of some adjustments in Hollywood’s copyright operations? Or is it a change in audience habits?”

Robert Iger took a deep breath and said, "Because of cloud computing."

"Yes, it's cloud computing." Zhou Buqi needed to give him some knowledge in the field of technology. "Before cloud computing provided technical services for the streaming media industry, only large companies could operate large-scale operations by relying on their own powerful data centers. video website. In recent years, the cloud computing industry has developed, and many small companies, even many media companies that have nothing to do with technology, have launched their own streaming media products.”

"So that's it."

Only then did Robert Iger discover that if he wanted to do technology, he really couldn’t avoid the Silicon Valley giants.

Zhou Buqi said: "The BAM platform of Major League Baseball appeared in 2002. The real big development will have to wait until 12 years later. Why? With the small data center built by BAM, the maximum It’s good if BAM provides live streaming of baseball games in the United States. BAM’s technical support and server support for other companies is actually a technology company, a cloud computing giant!”

Robert Egger said: "In other words, Internet TV like HBO_Now is technically supported by BAMTech on the surface, but in fact, the bottom layer is still a large technology company in Silicon Valley."

Zhou Buqi smiled and said: "It can be said that if you want to do streaming media, especially large-scale multinational video websites, you must be inseparable from cloud computing services. You think BAM is good, but in fact it is just an intermediary for technical services. Purchased projects from Silicon Valley technology companies and then resold them to media companies like you to earn the difference.”

"That's it..."

Robert Egger felt numb.

This kind of thing must be true.

Because this kind of common-sense information can be clearly verified as to whether it is true or false.

Even if Boss Zhou has a plan, he can't blatantly lie. This is too low-level.

After this conversation, the Disney CEO’s original enthusiasm for BAMTech, a subsidiary of Major League Baseball, suddenly cooled down.

Zhou Buqi said with a smile: "You should understand the meaning of an intermediary. The main thing an intermediary earns is the price difference. What kind of price difference? It is to take advantage of traditional media companies' fear, jealousy and misunderstanding of Silicon Valley technology companies, as well as the information gap caused by the isolation of the industry." , to resell some Silicon Valley technology resources, buy low and sell high.”

Robert Egger said: "BAMTech's service is very good. This is the consensus in the industry."

"The technologies in the cloud computing and streaming media industries are already very mature. It is not surprising to provide stable data flow." Zhou Buqi is very proud of this. "You can look back at the relevant situation. Ziwei Cloud is the leader in this field. The world’s largest partner, almost all video-related platforms you know, use Ziweiyun’s services to some extent, including Google’s YouTube.”

Robert Egger asked: "Behind BAM, is there also technical support from Ziweiyun?"

"Of course!" Zhou Buqi said simply and neatly, "I said, as long as it is streaming media, it cannot avoid Zi Weiyun! Both Netflix and Amazon are doing film and television streaming media, I believe you should have some understanding of this. Netflix’s usage will be better than Amazon’s, with fewer lags because Netflix is ​​backed by Ziwei Cloud and Amazon is backed by Amazon Cloud.”

Robert Egger really doesn't know much about this.

Amazon’s streaming media platform has too little content and relatively low attention. It is mainly provided as a small service in the Amazon membership system and cannot yet be regarded as a big business. But Netflix’s streaming media is doing very well, which is obvious to all.

"Is there also Zi Weiyun behind Hulu?"

"Yes, but Hulu is not developing very well. The user scale and activity are relatively low, so it requires less service support and does not rely heavily on Ziwei Cloud. If Hulu develops in the future, there will be more and more users. As the scale grows, the demand for Ziweiyun will become higher and higher.”

"Um."

Robert Egger nodded.

This is actually a plan of his.

He wants to buy Hulu.

"Disney" is a brand, a brand mainly for teenagers and children. Any product that features the "Disney" brand must be youthful and should not contain anything that is inappropriate for teenagers and children.

This became Disney’s values.

Therefore, Disney does not have any large-scale movies or TV series.

After Disney acquired Lucasfilm and Marvel in the previous life, the movies in these two series became more and more youth-oriented, with no depth of content exploration at all, and no large-scale shots at all.

This actually becomes a shortcoming in Disney's strategy.

Disney needs to make amends to a certain extent.

Therefore, in the previous life, Disney did not hesitate to spend a sky-high price to acquire 20th Century Fox, hoping to use the Fox brand to produce some content that is not suitable for Disney. While supplementing its own strategy, it can also give an entertainment giant like Disney a stronger Copyright library.

Acquiring Hulu is part of Robert Iger's plan.

Disney will launch the streaming media platform Disney+. Since it uses the "Disney" brand, some larger-scale film and television content cannot appear on this platform, and it will be stuck under the PG13 restriction, which is limited to 13 years old at most.

All film and television content that is prohibited for those over 13 years of age or even 18 years old are placed on Hulu.

Only with this structure can Disney's streaming media business be perfected.

In comparison, it is much easier for Peacock, Netflix, Amazon, Apple and others owned by Ziweixing Global.

There are no restrictions on values, any content is acceptable.

If you are not afraid of bad influence, you can just upload adult-rated films without any problem.

Robert Egger took a deep breath, "So there is also Zi Weiyun behind BAM?"

"BAM is indeed a customer of Ziweiyun."

Zhou Buqi laughed.

That's only half the story.

This is another reason why he wants to target Disney's attempt to acquire BAMTech.

Behind BAM, there is the support of many large Internet companies.

However, Zi Weiyun is not the most important partner!

The number one cloud computing partner behind BAM is Microsoft Cloud. Those sports people in Major League Baseball seem to have a bit of a rigid mindset, thinking that since Microsoft has dominated the technology industry for decades, the Microsoft cloud will be more powerful.

In BAM's cloud service cooperation ratio, Microsoft Cloud accounts for 65%, Ziwei Cloud only 15%, Amazon Cloud 12%, and several other small companies provide service support and distribution services.

This is fucked up!

Cloud computing services are different from other Internet services.

Cloud services have a very key attribute, which is that they are highly bundled. Once a company cooperates with a certain cloud computing vendor, if it wants to switch to another cloud computing vendor, the migration cost will be very high and very difficult.

If Disney's streaming media business really chooses this direction of BAM, wouldn't Ziweiyun only be able to indirectly get 15% of the benefits from Disney's streaming media business at most? Is most of it taken up by Microsoft Cloud?

This is not possible!

The streaming media field is Ziweiyun’s core business and must be firmly grasped.

The best way is to push Disney to bypass BAM and cooperate directly with Ziweiyun.