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28 Sep, 5 tweets, 2 min read
With Netflix releasing some data on what people watch, and everyone having an opinion because they too watch tv, worth rereading one of @ballmatthew most important but underrated posts on tv, netflix and quality content.

matthewball.vc/all/netflixqua… Image
From today's @stratechery on Squid Games and Netflix Image
"It’s also a better fit for Netflix’s business model: the company’s core niche in entertainment is always having something to watch — someone has to fill the hours a day that the average consumer has the TV on"
Despite Netflix not needing to compete on content quality, because commentators and investors perceive quality as an important axis of competition, and perceive Netflix as inferior in this regard, its wild how much a hit show can dramatically change the narrative, and price.
Michael Nathanson with a picture worth a thousand words on Netflix strategy Image

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More from @modestproposal1

modest proposal Profile picture
12 Oct
I see a lot of descriptions of the labor market as tight, time will tell, but constrained seems more apt.

As to casual declarations of stagflation, we've really defined that term down. Even GS reduced growth estimates has real GDP next year up 4% offset by raised 23/24 growth. Image
we're 9 months past the start of vaccinations, half the world is still in some form of lockdown, millions of Americans aren't working because of a virus, it just feels like people are too eager to try and use pre pandemic frameworks to analyze today's still bizarro landscape.
Delta wave pushed back whatever normal means by at least 9-12 months. Let's see what 2H 2022 brings when 70%+ of the world is vaccinated, people are freer to move around and feel safer going to work and play, and hopefully much of the deformities in the economy have worked out.
Read 4 tweets
modest proposal Profile picture
5 Oct
The data in some of these charts is pretty interesting. Not sure I've seen this level of detail, or broken out by age bracket before.

Boomers (30+ crowd) time spent on FB Blue is wild.
Teen Instagram usage stats across five major countries
Daily acquisitions for FB blue throughout Covid. I mean this is pretty amazing detail.
Read 4 tweets
modest proposal Profile picture
20 Sep
🚨🚨🚨 new @Lingling_Wei on Xi's ambitions just dropped 🚨🚨🚨 wsj.com/articles/xi-ji…
“Supervision over foreign capital will be strengthened,” said a person familiar with the thinking at China’s top markets regulator, “so it won’t be able to obtain ultra-high profits in China through monopoly and capital-market operations.”
"Before this year, Mr. Xi was distrustful of capital, but he had other priorities. Now, having consolidated power, he is putting the whole government behind his plans to make private business serve the state."
Read 6 tweets
modest proposal Profile picture
17 Sep
perfect example of where replacing XYZ megacap tech co with "the internet" is the more accurate formulation. we have created a machine called the internet and we can't control it.
many sites on the internet are mirrors and we don't like what we see
this is not a new observation, and is not specific to this week's revelations, just something to keep in mind
Read 4 tweets
modest proposal Profile picture
10 Sep
people say twitter is bad but the multi day conversation on BNPL vs CCAs going on between @arampell and the networks mafia is respectful, detailed, and really interesting as an outside observer
area man spent years wondering what the threat to CCAs would be
Read 6 tweets
modest proposal Profile picture
27 Jul
between india, england and netherlands (and prob others i haven't seen) isn't a working hypothesis that delta is so virulent and burns so hot, that case counts go vertical, run through the unprotected population in a few weeks, and then burns out? is there some other explanation?
Read 4 tweets

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