Good News for Netflix Believers and the Latest TikTok Reporting
Sharp Tech with Ben Thompson
00:00
Netflix Is Not Just a 20 Year Old Company
Netflix is so funny as an analyst because it's like nothing about the business actually matters other than that top line subscriber number and the stock veers wildly over. Wall Street is shifting its outlook on the entire streaming space based on Netflix subscriber count. The two companies that are always early in tech are Netflix and Snap and they are both used as bellwethers for the industry.
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