Ian's getting back into the on-demand streaming business. So here's the interesting question. When he took over Yahoo music, Yahoo's on-demand streaming business went away. Now he's going there again. So what's different?
- He might feel that Yahoo’s service was too far ahead of the market, and the market has now caught up.
- He might feel that costs have come under control since then, so that it’s now possible to make a healthy business.
- He might feel that Beats is the right parent for such a product and Yahoo was the wrong one. Maybe the company has more leverage in the market, or more plausible marketing to consumers, or the company can deliver higher quality.
- He and Beats might have a new, yet undisclosed product vision which changes the game. What they’ve been talking about is curation, and it’s reasonably likely that all parties really believe that.