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Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth

Sharp Tech with Ben Thompson

00:00

The Prospect of Dramatically Expanding Their Addressable Markets

I was surprised how basic it was. Well, and also just to answer John, they're not lowering the price of the ad supported product, but they are now delivering more value at the current price. So in a way, it's like lowering the price. But I agree that eventually it's going to make more sense to just get really aggressive in terms of getting people onto the ad supported tier. Yeah, and then your ads open.

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