Responsibility Theater
The Compound and Friends
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Netflix's Ad-Driven Future and Market Dynamics
This chapter explores Netflix's transition to an ad-supported subscription model through its partnership with Microsoft, examining the impact on subscriber growth and stock performance. It contrasts Netflix's situation with that of competitors like Peacock and Hulu, while speculating on potential acquisitions and the challenges posed by password sharing. Additionally, the chapter discusses the broader tech landscape, focusing on companies like Adobe and Meta, as well as the competitive pressures they face in the changing advertising market.
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