“Yes, first-mover advantage”
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acquisition of Warner Bros. Discovery. My Take: This is a white flag on the "pure-play streaming" dream. By eyeing WBD, Netflix admits that library depth and legacy IP are the only ways to survive the churn wars of a saturated market. 13/20
Netflix survived DVD, Blockbuster, password sharing panic, AND the streaming wars Now the market is pricing it like it won't survive the next one The market has been wrong about Netflix before. It has been right too What's your read?
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