I saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+:

Disney’s stock was up 11% on the week

And Netflix stock was down 5% on the week

Certainly getting into the streaming game will be good for Disney. But I am less sure that content matters that much when it comes to Netflix.

A friend of mine shared this with me earlier this week:

When I saw that data, I replied to him with this:

It is the frustrations of the prior model (interruptive advertising, by appointment consumption, etc) that open the opportunity for the next model

Given that the new model, streaming, is well entrenched now, I am not saying that functionality alone will save Netflix or…

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