Member Mailing #219: Sports Streaming's Seismic Marketplace Shifts

But First, A Reader Response to Last Week's Mailings

A quick note

It took me about 48 hours to write this mailing because the pieces are moving quickly in sports streaming, and they are not easy to follow. I finished the mailing at 7pm. As you will see, a big part of the mailing is thinking through the implications of fuboTV's deal with Disney for ESPN channels.

At 10:45pm last night, this story emerged:

Ju…