E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In with Chamath, Jason, Sacks & Friedberg
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Navigating Streaming Challenges
This chapter explores the competitive landscape facing Netflix amidst rising rivals like HBO Max and Disney Plus, discussing its market strategy and the benefits over traditional cable. It delves into Netflix's financial health, growth potential, and opportunities for diversification, particularly in ad-supported models and subscription services. The chapter also contrasts B2C and B2B subscription dynamics, examining churn rates and retention strategies that impact long-term sustainability.
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