Netflix is not a tech company

As always, really thoughtful piece by Benedict Evans:

“Like Sky before it, Netflix is a television company using tech as a way to enter the market. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions: How many shows, in what genres, at what quality level? What budgets? What do the stars earn? Do you go for awards or breadth? What happens when this incumbent pulls its shows?”

“The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially Direct-to-Consumer (D2C) – what are the questions that matter? Often, they’re not tech questions at all.”

netflix

https://www.ben-evans.com/benedictevans/2019/7/31/Netflix

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s