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4min chapter
Netflix's Journey, Building TCV, and Investing Through Downturns (with TCV co-founder Jay Hoag)
ACQ2 by Acquired
How Long Did It Take to Become a Great Investment?
Clayton Christensen: We started investing in streaming in 05. It wasn't clear you knew how big streaming was going to be, but the cost of missing it and under investing was potentially fatal. He says bet the company moves are very common when a company is in a terrible position. "I think many companies, particularly once they get public, start playing defense"
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