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Vignesh's avatar

It’s kind of amazing how it took a subscriber net loss before management noticed (and decided to act to counter) other much cheaper much better alternatives out there like amazon prime.

I’ve always wondered how Netflix managed to put up with that kind of price premium, when amazon prime was offering the same at 10% of the cost, with access to prime delivery!! 🤯

My friends shared netflix but preferred to sign up individually to amazon prime given the low cost and prime delivery benefits.

Disney was in at 50% price point with their popular trademark shows.

It was about time netflix gave way. Took a while though!

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Bucky Hussain's avatar

It was definitely a slow burn. I'm not sure how Amazon views Video vs Delivery as the prime (pun intended) reason to drive subscription, but my money is on Delivery as the end, video as the means.

My sense is Disney are going to come out on top of the streaming wars at least in the short term; too much high-quality IP. HBO maybe a close second/third depending on how NFLX spends their next few months.

People are likely to get judicious about subscription renewals as money becomes tight and the economic R-word looms, pretty sure NFLX is top of many 'cut' lists. They are for me!

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Apr 30, 2022
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Bucky Hussain's avatar

Is product market fit not part of strategy?

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May 4, 2022
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Bucky Hussain's avatar

How do companies make the decisions that lead/don’t lead to product market fit?

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Bucky Hussain's avatar

why delete your previous comments?

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Damien's avatar

accident

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