In hindsight, maybe I should’ve seen this coming. Apple has the most important ingredient when it comes to building an entertainment empire. Money. And lots of it. They hired the best talent that they could get their hands on and it shows.
Also, perhaps I underestimated the power of incumbency. The Apple TV+ app is on every iPhone and iPad by default. So as much as I hate it when developers complain about Apple’s unfair advantage in having preloaded apps. There could be something to this argument. You have to out of your way to download Paramount+ or Peacock. But Apple TV+ is already there just waiting for you to sign up for that subscription.
But in the end. It’s the excellent TV shows which is the clincher. I could go on and on with my favorite shows. I loved Ted Lasso, Severance, Silo, Mosquito Coast, Mythic Quest, Acapulco, and Loot. And so many more. In fact, Apple TV+ is the service where I have to scroll the least to find something good to watch. Netflix has a lot of good entertainment, but you have to wade through a ton of garbage to find it.
So Apple surprised me. They didn’t buy a big video giant and they still managed to carve out a respectable niche of the video streaming business. Now could they still buy Disney? Perhaps. But it wouldn’t be out of necessity.