Darth,
Here, https://discussion.fool.com/is-roku-another-tivo-great-idea-but-…, Tryingmybest compared Roku to Tivo, and I do think in a similar way, Roku’s platform itself might not be anything special. What do you think of the power dynamic between Roku and its primary distributors, television set manufacturers? I said before: If being imbedded into televisions is so valuable to Roku, maybe LC and Samsung and Sony and HiSense should charge Roku – maybe take a piece of Roku’s profits.
Do you think that’s at all plausible? If not, why not?
Bear