> 🎞️ Video streaming services
were already mainstream but the lockdown made them must-haves. In the short term, screen time is expected to boom. Netflix has been leading the way since then but other players could grab a significant share of this highly competitive market. User attention gets pricier and pricier. Disney+ is growing fast, large US media keep entering the market, TV incumbents try as much as they can to remain in the race and YouTube is still there. Quibi
, a LA-based startup founded by seasoned media executive Jeffrey Katzenberg
(co-founder of Dreamworks and former Chairman of Disney Pictures) has launched
in the US after having raised c. $1.8bn
. The startup opted for a full mobile angle, offering an innovative format (10 to 20 min videos). Quibi just launched with 50 shows and a 90-day free trial.
> 🎮 Already growing at a fast pace and well funded by VCs, the gaming industry
could recruit even more users, picking in the pool of 3bn people stuck at home. In the last years, gaming has been boosted by social video platforms
like Twitch, where people can broadcast, watch and talk about video games. Cloud gaming services
are expected to be a game changer in the industry with the biggest tech players active in the field: Google Stadia, Microsoft xCloud, GeForce Now of Nvidia among others. French startup Blade raised
€30m last October to further develop its high performance cloud computer (Shadow).
> 🚴 Deprived of their members, many gyms are going online
to maintain close contact with their existing customer base and acquire new members. And it turns out that fitness at home is more doable than most of us had thought, the hardest part of it being motivation
. Although some people will still prefer going to their favorite gym by the corner, one might think there is a significant market opportunity to equip, train and motivate consumers via digital. Smart home gym
companies like Peloton
are already well underway to build a seamless and full-stack gym experience at home.