In the grand realm of possibilities, anything is possible, so yes, but it's all crap. Why? Because that's not what the company is organized around and focused on,. And particularly in this case of being an arrogator, requires such a lack of friction. It would be kind of foolhardy to chase netfooks down this road. If i were compated with net flicks, that's actually theast place i would want to go because they're just far better suited to pursue it anyway.
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