Netflix brought in a chief content officer like Bela Bajaria (with a history in network) because the company wanted more hits to drive subscriptions. Programs like WWE Raw bring in a number of locked in, live viewers that advertisers can choose to target. Critically, as analysts have pointed out over the last few years, Netflix has started to resem... See more

The Internet RevolutionI already explained what happened to newspapers when distribution erased local newspapers moats in the blink of an eye; as I suggested at the beginning, though, this was not an isolated incident but a sign of what was to come. Back in July I laid out how the acquisition of Dollar Shaving Club suggested the same process was ha... See more

I found that Clayton Christensen, the author of The Innovator’s Dilemma and The Innovator’s Solution, had developed a framework that explained what I was observing. In a 2004 article in Harvard Business Review, he articulated “the law of conservation of attractive profits” as follows: “When attractive profits disappear at one stage in the value cha

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