It’s interesting to see the news commentary on the streaming content space missing some big issues. Over the last decade we’ve seen #Netflix become a content company, spending about $17B a year at the moment, but doing it profitably. The competition invested heavily but hasn’t figured out how to do it profitably and is now putting up prices, and taking their own original content off of their services and selling it to Netflix, who know how to monetize it better than they do…
Using this account for analyst commentary, opinions and predictions. Work: Technology strategy advisor, Partner/Analyst at OrionX.net (ex Amazon Sustainability, AWS, Battery Ventures, Netflix, eBay, Sun Microsystems, CCL) #tfr