The Netflix Strike

Netflix is trying to push more people into the ad tier because they get more revenue per subscriber there, which is a big win for Netflix. I've seen it suggested that perhaps Ted Sarandos should be the person that steps in and solves this. But I don't think that's a good strategy either because Netflix is on such a different trajectory than the other companies. The other companies are all suspicious and hate Netflix. So the Netflix guy is probably not going to come in and fix it.