Keep pulling the thread on Comcast Broadband Company.
Peter Kafka predicts that one day a major network like NBC, ABC, or Paramount will be unable to afford sports rights, causing a "giant, giant shift" in the media industry.
Nilay Patel predicts that YouTube will eventually acquire all NFL rights, consolidating them onto its platform.
Comcast announced it is splitting itself into the Comcast Broadband Company and the NBCUniversal Entertainment Company.
Earlier this year, Comcast spun out its cable assets, including CNBC and MSNBC Now, into a new company called Versant.
Reed Hastings of Netflix once stated that net neutrality was no longer a concern for the company because it had achieved sufficient scale to negotiate favorable terms with distributors.
Peter Kafka asserts that there was never a proven synergy or benefit from Comcast combining its content company, NBCU, with its distribution company.
The decision for Comcast to split up was primarily driven by years of Wall Street undervaluing its combined assets.
As recently as a few months ago, Comcast was bidding for a part of Warner Bros. Discovery, indicating an intent to expand its media business.
There are reports that YouTube TV is now a larger pay-TV provider than Comcast.
Peter Kafka predicts that if YouTube TV is not already the biggest pay-TV company in America, it will be within one or two years.
Comcast's broadband business is now facing real competition from fixed wireless services offered by T-Mobile and Verizon.
Due to competition from fixed wireless, Comcast's broadband subscriber numbers are now flat or declining after years of consistent growth.