Before netflik, the closest we could deliver that kind of entertainment experience was you would have to distribute physical goods. They were fundamentally limited by how many devites they could cram into a single store. And like any time you touch and interact the physical world, there's a mass of dampening that goes on - marginal cost effects. But with nefi, every single one of them is immediately available to every single person. It can scale in all directions. Canscale an amount of content and can scale an amount of users effectively infinitely.
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor
Links
- Ben Thompson: Netflix Flexes — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: Apple Should Buy Netflix — Stratechery
- Ben Thompson: Why TV Has Resisted Disruption — Stratechery
- Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
Hosts
Podcast Information