The bottom is dropping out of Netflix
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The bottom is dropping out of Netflix
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Re: The bottom is dropping out of Netflix
#2* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341
>Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period.
Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08%
* 2 years ago (Aug 4, 2020) https://news.ycombinator.com/item?id=24054157
>Almost all Netflix competitors (Disney, Amazon, HBO Max, Peacock, Apple ... ) will have other sources of revenue besides streaming so they can afford to keep loosing money to gain market share. Netflix can't cut prices too much.
Re: The bottom is dropping out of Netflix
#3* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
Netflix, at least compared to Dropbox, had the opportunity to transition to producing 1st party content which they could use to continue to generate revenue even after all the 3rd party content went proprietary. My gut instinct is that Netflix has failed to succeed on that front, but there was an attempt.
Curious where on your crystal ball you see the likes of Spotify and the music (and podcast I guess) industry in 10 years.
Re: The bottom is dropping out of Netflix
#4* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
Netflix, at least compared to Dropbox, had the opportunity to transition to producing 1st party content which they could use to continue to generate revenue even after all the 3rd party content went proprietary. My gut instinct is that Netflix has failed to succeed on that front, but there was an attempt. Curious where on your crystal ball you see the likes of Spotify and the music (and podcast I guess) industry in 1…
> but there was an attempt.
Unfortunately it was data-driven. This meant that if a new show didn't catch on within a season or two, it was cancelled. They've killed so many great shows chasing the lowest common denominator.
The formula they settled on was: big name star in a generic designed-by-committee (or AI) show.
Shame.
Re: The bottom is dropping out of Netflix
#5* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
What's the realistic Dropbox competitor, with partial file sync, selective sync, share links and the like? Have tried Google Drive, Mega.nz, iCloud, OneDrive, Jottacloud and others and none has really impressed.
Re: The bottom is dropping out of Netflix
#6* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
Very bad taste of Amazon to make a competing product to Netflix, which has to be one of their biggest clients.
Re: The bottom is dropping out of Netflix
#7Link is overloaded. This one works: https://archive.ph/RXo0I
Re: The bottom is dropping out of Netflix
#8* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
What's the realistic Dropbox competitor, with partial file sync, selective sync, share links and the like? Have tried Google Drive, Mega.nz, iCloud, OneDrive, Jottacloud and others and none has really impressed.
Google and Microsoft only have to be 60% good enough when they’re bundled in with other products to be free or almost free.
Re: The bottom is dropping out of Netflix
#9* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
What about now that they will switch to advertising model ?
Re: The bottom is dropping out of Netflix
#10* I wrote 3 years ago (June 20, 2019) https://news.ycombinator.com/item?id=20231341 >Even when someone is the first with tech and prioritization, it does not mean they succeed in the long term after the field matures. I don't have high hopes for Slack in 5-10 years. Neither do I see Dropbox or Netflix justifying current valuations in the same time period. Since then NFLX: -40.90%, SP500: +51.14%, DBX: -10.08% * 2 yea…
Netflix, at least compared to Dropbox, had the opportunity to transition to producing 1st party content which they could use to continue to generate revenue even after all the 3rd party content went proprietary. My gut instinct is that Netflix has failed to succeed on that front, but there was an attempt. Curious where on your crystal ball you see the likes of Spotify and the music (and podcast I guess) industry in 1…
Not OP, but I don't see why anyone would invest in Spotify - there's many other options out there for great music. Spotify doesn't have sole rights to really any music as far as I know, plus music is far easier to make than movies & series. If you cut me off from established artists, I can still get great joy in a multitude of music being developed today. Beyond that, there's always the option of just giving money to the artists I like directly. The only thing Spotify has going for it is convenience, and I still would rather use Google/Youtube music. I pay for Youtube premium and get music for free with it, as does my entire family. Furthermore, it doesn't matter to the artists where their listeners get their music, there is no extra cost to them licensing it out to 2 or 1000 Spotifys, although there's an argument to be made that just 1 legal license would benefit them, but with pirating I don't there's much to that argument.
There was an article in the Atlantic about how people are listening more to "old" music these days, which makes sense, but will have a big impact on the industry as well: https://www.theatlantic.com/ideas/archive/2022/01/old-music-...