Chapter
The Macro and Micro Challenges Netflix Faces
49:56 - 58:21 (08:24)
The cost of customer acquisition for streaming companies as well as customer churn due to lack of value and the challenge of being an effective monopoly are the macro and micro challenges facing Netflix.
Clips
Netflix is facing an expensive road due to customer acquisition costs and a macro headwind caused by the broken advertising business.
49:56 - 55:51 (05:54)
Netflix
Summary
Netflix is facing an expensive road due to customer acquisition costs and a macro headwind caused by the broken advertising business. Meanwhile, within the company, churn may be caused by a perceived lack of value for customers.
ChapterThe Macro and Micro Challenges Netflix Faces
EpisodeE77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The diminishing returns of Netflix are hitting hard as their monitored regime leads to employee unrest, with the company's excessive returns on the verge of getting competed away due to their lack of innovation, which hasn't secured a lock-in value.
55:51 - 58:21 (02:29)
Netflix
Summary
The diminishing returns of Netflix are hitting hard as their monitored regime leads to employee unrest, with the company's excessive returns on the verge of getting competed away due to their lack of innovation, which hasn't secured a lock-in value.