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I respectfully disagree with your conclusion.

There isn't one company for internet searches and there isn't one provider for online video content. Why should there be just a handful of currencies?

The natural state of a healthy ecosystem includes competition and variety.




75% of all searches are Google, 10% Baidu, and 8% Bing. Youtube represents the vast majority of online video content. Netflix the vast majority of on demand television.

I only mean to say a handful will capture the vast majority of market share/cap.


Google is losing market share of searches last I looked. Baidu searches have doubled in percentage marketshare.

Youtube and netflix are both on demand television as are amazon instant, modern cable tv subscriptions, and a variety of specific channels (hbo, showtime, etc).

There will definitely be use case dominance, but they may not be the same whales as we currently see.


For now, those companies were different 10 years ago, Netflix has it's own issues if my viewing options are the same as everyone else's these days.


There is only a handful of companies for internet search, no?




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