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Prikvačeni tweet
"Pace of innovation is the fundamental determinant of competitiveness."
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When viewed through this lense, makes perfect sense why Prime Video's KPI is impact and not usage.https://twitter.com/jpfhead/status/1225212303894646784 …
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Without this brand love, the only hope a commodity producer has of staying ahead is low-cost. Which, for Amazon, may be enough (especially with poor competition). But it definitely increases risk (not saying http://Amazon.com won't keep growing very fast)
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Also, makes sense why Amazon cares so much about Prime Video and Prime. They want to un-commodify retail. Very smart. What I worry about w Amazon is the brand love aspect, which for me personally has disappeared as UX has worsened (opposite of Netflix where UX improving)
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Of course what this misses is that Netflix and http://Amazon.com are the low-cost producers, innovate faster than anyone else, and on average have more brand love than their competitors...
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In all seriousness, there is some truth to the idea that Netflix and http://Amazon.com are commodity products. You just want your shows and your stuff and you want it at the lowest cost, right? And lots of companies want to give it to you! Fair enough.
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SHORT NETFLIX AND AMAZON! THEY'RE COMMODITIES DAMMIT! https://www.berkshirehathaway.com/letters/1982.html …pic.twitter.com/7LZmf1HqII
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"Yardsticks seldom are discarded while yielding favorable readings. But when results deteriorate, most managers favor disposition of the yardstick rather than disposition of the manager." https://www.berkshirehathaway.com/letters/1982.html …
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cc
$NFLX$SPOT$GOOGL I wonder how much Netflix has been taking advantage of this - know they did it with Arrested Development per@ballmatthew but dunno about what else they've done.pic.twitter.com/b186xRiVGu
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Re-reading this interview with
@jack. So good. Respect!https://www.rollingstone.com/culture/culture-features/twitter-ceo-jack-dorsey-rolling-stone-interview-782298/ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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I somehow missed this when listening to the
$GOOGL earnings call (they're so dry): Pichai: "So looking across, I think there is more room -- significantly more room over the mid- to long-term on monetization levels" for YouTubepic.twitter.com/z6yLV2lC07
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JPF proslijedio/la je Tweet
Entertainment media creates/perpetuates nonsense narrative that Disney+ will “kill” Netflix. Entertainment media now scoffs at nonsense narrative they created.https://twitter.com/deadline/status/1225137830080335872 …
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I am probably exaggerating with 1/20th, but even it's 1/10th or 1/5th.. you get the idea.
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Q asked by a sell-side analyst. Bro, did you not just hear Iger say Dis+ watching is like 1/20th of Netflix watching? And Dis is 1/2 the cost. So Dis is actually 10x more expensive!pic.twitter.com/UI4HDfIrK0
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And that 6-7 hours was during Christmas and when their biggest show was out! So on a $/hour watched basis Netflix is *much* cheaper than Disney+. https://twitter.com/RichLightShed/status/1224819923408564225 …pic.twitter.com/TKsfjl4b88
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