2/ In @stratechery's prior articles/podcast (@exponentfm), @benthompson described early iPhone growth as very singularly focused. One new iPhone every year at the same price. Smartphone unit growth was just there for the taking so there was nothing else to do.
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13/ but the revenue equation for Netflix domestic is not exciting today if the growth in Q is small, and needs to be pulled along just by Price increases.
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14/ Other things I’ve seen kicked around are 1) offer a free plan with advertising and 2) live sports. I don’t think either make sense.
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I think they have shell shock still from Qwikster... which is why they have shown such reluctance to change.
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