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Netflix and the Conservation of Attractive Profits – Stratechery by Ben Thompson

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Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption

Netflix and the Conservation of Attractive Profits – Stratechery by Ben Thompson Skip to content Netflix and the Conservation of Attractive Profits Wednesday, July 8, 2015 Two years ago, when I first wrote about TV and how it had resisted disruption , I called Netflix “just another network”: Netflix famously pivoted from DVDs-by-mail to streaming, but that was only pivot number one. Pivot number two was their transformation from a content delivery provider to simply another network. Think about it: Netflix invests millions of dollars in new TV shows to drive growth, and has r

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