this post was submitted on 10 Jan 2024
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Yes, hence the discussion. I was hoping someone involved in the industry would provide some relevant information. I provided my perspective using numbers available to me.
It's honestly hard to find information for something directly relevant. In another comment to you, I also posted links to Peacock, which I think is pretty close since they do live and static streaming, but they also do a fair amount of original content (that's why I hesitated to link Netflix, Disney, etc). A lot of comparable companies have a lot of irrelevant roles for the discussion at hand.
My intent in providing Valve was to link something where the primary business was content delivery, with a similar number of users, and that people here are also generally familiar with. Yes, it's not directly comparable, but it's the best I came up with in the couple minutes I thought about it. I probably should've linked Peacock instead, but again, it's a different business (mostly static videos with some live content). Kick.com is even closer, but I couldn't find readily available information (and they're new, so not an established brand like Twitch).
All I've heard is, "you don't understand the business," not actual details explaining what that business looks like and why my expectations are so out of whack.
Again, I never said that. I merely said, "I think Twitch can be run with X, given data A, B, and C." That doesn't mean I think Twitch should be size X, it merely means that's what the data I have available shows. I'm absolutely open to getting new information to get a better idea of what that looks like.