New essay on how the Warner Bros. Entertainment bidding war exposed Netflix's strategic trap: Netflix's $27.75 bid and Paramount Skydance's $30 hostile counter reveal three dead-ends—(1) growth exhausted: can't reach 1B households organically, spending 5x annual content spend contradicts flywheel economics, (2) innovation failed: gaming…
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Andrew A. Rosen
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I wrote this last September after YouTube changed its TV app interface to look like Netflix and…
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The more YouTube pressures Netflix into producing more content at a lower cost, the more Netflix will have ‘to break [the business]’ and undermine the studio side of its model. ” — Andrew A. Rosen
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Andrew A. Rosen
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Today's essay is in response to feedback on LinkedIn: The Ellisons' Oracle Cloud advantage isn't about competing with Amazon Web Services (AWS)/Microsoft Azure for distribution—it's about IP protection during AI training. When you use AWS (which owns Prime Video & Amazon MGM Studios ) or other cloud providers serving multiple…
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