Gillmor Gang 6.04.11 (TCTV)

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The Gillmor Gang — Robert Scoble, John Taschek, Kevin Marks, and Steve Gillmor — shuddered with expectant glee at Apple’s presumed iCloud announcement at next week’s WWDC event. It’s clear from all the leaks, most interestingly from Apple itself, that the record companies are finally healthy enough to move into the new streaming era. With Lady Gaga selling five times as many records as the next entry on the album charts, the numbers have strongly tipped from retail to downloads.

Amazon helped by subsidizing over a million copies at $1 a sale (8 bucks to Lady Gaga), but by next time, the market will have moved almost completely online. This gives Apple the leverage to get the TV/cable networks and the movie studios on board, with Netflix playing the Amazon role in stoking demand for streaming. Live events are last, probably following the heavyweight boxing matches of Ali and Tyson via pay-per-view but direct to Apple TV and its competitors, of which there are none. iCloud is the moment when the bits stay where they are, and the checksum becomes the value point. See you Monday for a special Gillmor Gang extra.