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The below continues to play out. The market values Netflix at $45B more as of a few hours ago. The virtuous cycle continues (invest to earn engagement -> lower churn -> better cash flow -> investment -> engagement…)

I continue to marvel and smile when considering the talent and creative decision making that went into this performance last week youtu.be/ScFh0zNE0aE?si… via YouTube

It doesn’t feel “right” that Netflix’s second most watched movie in their history (at 172M views) is rated so meh by consumers on Rotten Tomatoes. At least Red Notice (their most watched movie of all time) rated well with consumers (if not critics).

This has bewildered me for years

Great day to be a Tar Heel

Hello Milwaukee. I hear there is a hoops game here later today

The Cursor team rightly describes their service as “it just makes a thing you do every day (coding) better and faster”. It is a fantastic line and also happens to describe the product strategies for many of the most valuable companies on the planet. Amazon (buying things), etc.

On a day like today, it is hard to compare much to the beauty of Stanford campus. ❤️☀️

The internet is one of the best things that could have ever “happened” to the New York Times. Their journalism has never been more read, they have never had more paying subscribers, and the market is rightly bullish on their economic future.

Sharing observations about licensing library series and movies in the streaming era…and what it can mean for media companies and their valuations. I get asked about this topic a lot (when I am not being asked about naming strategies for streaming services 🎬🙂) In an earlier

I think Snoop was railing against the wrong entity in this case, as Spotify hands over 70 cents of every dollar they generate from music streaming to…the music industry (labels mostly). Spotify retains such a small slice…and has gotten 263 million people to pay for music every

First ballot hall of fame studio. (pic from earlier today)

Netflix (and their $518 billion market cap) might have a different take

Avg 2025 audience of regular season Major League Baseball games: America: 1.8 million viewers per game Japan: 2.7 million viewers per game* A great reminder of the growth opps out there for the NFL, NBA and other sports leagues that have the world’s best athletes in their

🙂

Sunday morning Jon Gruden unboxings are hard to beat for fans of college sports (and fans of great football lids + merch). 🙂👍🏀🏈⚾️