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Yahoo!, Not Netflix, Is the TV Industry Disruptor

Stocks in this article: YHOO NFLX

The other day, TheStreet's tech editor Chris Ciaccia asked me a question:

I answered:

At Yahoo!, Marissa Mayer is onto to something we'll end up calling real disruption.

In a small, self-absorbed corner of the media (not Ciaccia, but elsewhere), borderline hatred of Mayer exists. Maybe it's because she seemingly has it all -- and she's a woman -- I don't know. But it's ugly, short-sighted and has been going on since Yahoo! named the then-pregnant Mayer CEO.

In due time, these people will eat crow and move onto another target or rationalize their past criticism, if they even own up to it.

(Full disclosure: I jumped off the YHOO/Mayer bandwagon for a brief second, but checked myself -- something these critics tend not to do -- and approached Yahoo! for the 100th time, but from a different perspective. This article helps flesh out what's behind that process).

Consider Yahoo!'s video strategy. Then really think about it.

As I see it going down -- and I have a request into Mayer to learn more because a) I want to know and b) I want to get it right -- it will disrupt not only television, but the way we consume entertainment more than Netflix ever did.

Because, after all, what did Netflix really do other than help popularize streaming as an emerging and soon-to-be dominant (or so we assume) method of delivering content?

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