Streamers differentiate on content.

The tech is basically all the same and you can only do some many things on the interface front.

The “every one has a streaming service” wave meant it was about the content you could create. The end of the free money train ended that as a viable strategy.

Now it’s about games: video and sports.

Thus Disney to take $1.5 billion stake in Epic Games, work with Fortnite maker on new content

Iger calls it:

an important step when you look at the demographic trends and where Gen Alpha and Gen Z and even millennials are spending their time and media