Subject: Re: SIRI

Obviously they're competing with Spotify and young people likely won't be subscribers to SIRI the same way old boomers are, so I think that is the negative view.


This is an important point. A proper understanding of Sirius's business needs to differentiate between "providing satellite radio", and "providing audio entertainment via satellite radio". Of note, I just checked their website, and Sirius also provides service via Apps. Properly understanding their business means you'll be able to see all the competition, like Spotify, I Heart Radio, local AM/FM stations, podcast downloads, etc.

Having a monopoly on home-delivered paper newspapers did little for many local newsrooms when Google stepped in and took their advertising money.