Everything has a subscription now. It used to be that you subscribed to Cable and picked a bundle of channels. Now the major streaming services raise prices unless you wait for black friday to subscribe at a discount. Even TNA has its own subscription service for Professional Wrestling, and for WWE you need Netflix, Peacock, ESPN, and the USA Network carries SmackDown. AEW is on TBS, and its pay-per-view is on HBOMax. I liked it when we just had Cable and picked the channels we wanted to watch.
The US economy is desperate for growth. Where is growth? Moats (ie "we can keep cranking up the price") Don't want to pay the moat owner? Avoid the moat in any way you can.
Xfinity's CFO spoke to this on their earnings call the other day.
> Armstrong said he sees rivals offering rates for broadband access in the range of $30 to $40 a month for speeds of 1GB a second, prices that he said makes it hard to show a return on investment. “That, to us, is not a rational price point,” Armstrong said at a Goldman Sachs Group Inc. conference.
(its a totally rational price point if you don't need a return on investment, and it will continue to get harder to obtain returns on investment that beat rising bond yields)
Good times for self-hosting.
Everything has a subscription now. It used to be that you subscribed to Cable and picked a bundle of channels. Now the major streaming services raise prices unless you wait for black friday to subscribe at a discount. Even TNA has its own subscription service for Professional Wrestling, and for WWE you need Netflix, Peacock, ESPN, and the USA Network carries SmackDown. AEW is on TBS, and its pay-per-view is on HBOMax. I liked it when we just had Cable and picked the channels we wanted to watch.
The US economy is desperate for growth. Where is growth? Moats (ie "we can keep cranking up the price") Don't want to pay the moat owner? Avoid the moat in any way you can.
Xfinity's CFO spoke to this on their earnings call the other day.
Comcast Slides After CFO Warns of Broadband User Losses - https://www.bloomberg.com/news/articles/2026-09-09/comcast-s... | https://archive.today/ARXpN - September 9th, 2026
> Armstrong said he sees rivals offering rates for broadband access in the range of $30 to $40 a month for speeds of 1GB a second, prices that he said makes it hard to show a return on investment. “That, to us, is not a rational price point,” Armstrong said at a Goldman Sachs Group Inc. conference.
(its a totally rational price point if you don't need a return on investment, and it will continue to get harder to obtain returns on investment that beat rising bond yields)