Season 3, Episode 9: Netflix (Part 2)
Acquired
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Netfliks Strategy
Netfliks strategy has been to stay away from sports and life. So they focus on this content that's relatively ever green, staying away from live. The more capital that they amass, either through debt or equity or earnings, the more content they can license or produce which then makes the product better for users. It's funny, i hadn't quite thought about this, but it's a little bit like uber, right? There are few these businesses out there that are truly special, where you actually have a period in your growth curve where your customery acquisition cost goes down.
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