THB #181: Hu Do You Lu?

There is a lot of discussion about Disney selling Hulu lately.

Here is the CNBC piece that does a nice job with the history of Hulu, then veers into a ditch, using “Always Wrong Rich” Greenfield’s take as a guide.

I have been writing about the Hulu issue since the Disney takeover of Fox. The problem hasn’t changed much. The challenge of Comcast owning a third of the company hasn’t changed much.

The problem with all the speculation is that it is, as it so often is, misfocused. There is a stunning disrespect for the reality that we are still in the early days of the streaming business - every company besides Netflix - and this weird idea that any streamer other than Disney+ and Netflix are anything but shells open to massive change virtually overnight at this stage.

The Questions of The Moment are…

What is Hulu now?

This first question is probably the hardest one to answer. With Comcast pulling it’s NBC content, CBS already only licensing older shows on the servi…