"We're kind of hitting those limits of what people can consume" in ways that they hadn't seen before.
It was controversial when Roku decided to make TVs (not just a box you plug into other people's TVs). There's been a shift to smartTVs from a box, he said. All-in-one integrated solution.
The brand now is their user interface. You instantly know how to use it when you turn one on. "If you have an interface people like, and you build on that, there's limitless potential."
They need to stay ahead of the competition and the consumer, and continue to really be a driver of how consumers use things. They're really dictating ... it's not that users were demanding certain things ... a company can bring the consumer to that.
Some companies make the device, the UI, they're the gatekeeper and make money on all the transactions that take place through those processes.