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Spencer newman was at morgan stanley's conference on medium technology. He was asked if the company was ever going to change its position on being ad free. And he said, never say never. If you're a shareholder, do you want them to offer this? No, i don't. I think there is a better model for netflicks that fits with their culture. Instead of an ad model where everything is essentially the same,. You just have a lower tear price point, and you still get all of net flicks, but you got to watch some ads. They've decided one price point for simplicity's sake, and then they kind of tinker with
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