If you had one stars channel, then the fact of laboratise was one. And to your point, that laborat of one was shared by every single star subscriber. For net flicks, on the other hand, the moment they turned on streaming, what was the effect of library size from user perspective? i think your facebook example is a great one. There are no two people in the world that have an identical facebook feed. and if you think about that, it's pretty astounding. Every single one of those two billion people are seeing something different when they walk on to facebook dot com.
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor
Links
- Ben Thompson: Netflix Flexes — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: Apple Should Buy Netflix — Stratechery
- Ben Thompson: Why TV Has Resisted Disruption — Stratechery
- Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
Hosts
Podcast Information