iReporter: It's an impressive feat. But let's not forget that the place where they started out was with those physical things they were mailing to people. And then the streaming thing, they managed to find some loophole with stars where they were able to stream 11 thousand movies. There are a lot of companies that would have that corps insight, and that's where they would stop. They wouldn't start to think about, where do we go next? Where do we going next?
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