Cable Analyst Moffett Sees $35 Limit for Cord Cutters

The video discusses the rapid changes in the cable TV industry, highlighting the emergence of services like YouTube TV and Hulu TV as full-service cable replacements. It examines the economics of cord cutting, noting a 1.7% shrinkage in the pay TV universe. The debate over whether content or distribution is king is explored, with a focus on the competitive nature of distribution. The video also covers market dynamics, including potential mergers and acquisitions, and the challenges faced by companies like Sprint and T-Mobile in achieving successful deals.

Discuss the argument about whether content or distribution is king in the current media landscape.

What challenges do companies face in making deals in the current market?