Gavin Baker

He says I don't understand how this roku deals makes any sense Bringing together the most valuable live.

I'll tell you how it makes how does it make sense?

I wonder how windowing fits into this.

When I grew up, I didn't have cable, but you would get a prestige movie

played on ABC like once a week.

And for a while, that was the flow on Netflix.

And HBO was like its own premium subscription.

You open up the HBO app, it's all premium series and movies.

And then some of that would trickle down, but then,

it feels like the ecosystem sort of branched a little bit, where Netflix stopped getting the James Cameron library for a while, and Disney started hoovering up some of that, keeping some of the really popular movies, the Marvel franchise, off of Netflix, even for a later run, a year or two after.

because there was more competition from the actual different pieces of the different studios.

So I wonder if Roku will be able to provide some sort of neutral territory in some ways, where viewers can pick up something that's in the premium end, something that's a sequel to a franchise that they know and love,

It's not seen as competitive as Disney versus HBO or whatever.

We will see.

The history of Roku is interesting.

We've got to take you through this briefly.

It was founded by Anthony Wood, born in 1965.

When he was a teenager, he published Lunar Lander in the Ahoy magazine, earned a bachelor's degree in electrical engineering from Texas A&M,

He met his wife there.

Now they have three children.