This Week in Startups Netflix earnings breakdown, Kushner’s $3B pitch deck, CNN+ on pause, Grubhub for sale | E1439
Apr 21, 2022
Netflix faces its first-ever subscriber loss, raising questions about its content strategy and market competition. Jared Kushner's leaked $3 billion pitch deck offers a humorous glimpse into venture capital antics. Meanwhile, CNN+ is reportedly on the brink of shutdown just weeks after launching, while Just Eat Takeaway considers selling Grubhub only months after a hefty acquisition. These stories highlight the rapidly changing landscape of media and food delivery, showcasing the challenges and absurdities of today’s business world.
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First Subscriber Loss
- Netflix's subscriber loss is their first ever, shocking investors.
- The loss comes despite revenue growth, revealing investor expectations of continued pandemic-level growth.
Hulu vs. Netflix
- Molly Wood notes Hulu's poor location authentication, a simple problem to solve.
- She contrasts this with Netflix's complex issue of 100 million password sharers.
Cheaper Tier
- Netflix should offer a cheaper, archive-only streaming tier.
- This would cater to the 100 million password sharers and generate revenue.