← All predictions

Keep Reading

Follow the thread into adjacent predictions and future mini-essays.

Stream1 min read

The greatest “Easy” revenue lever that Netflix has is not letting folks share...

The greatest “Easy” revenue lever that Netflix has is not letting folks share passwords / accounts. They didn’t care in the past because password sharing introduced new customers to the beauty of Netflix and non-linear television! They’d rather you watch house of cards vs not!

Stream1 min read

It took Microsoft an additional $40 Billion in revenue capture to re-earn its 2021...

It took Microsoft an additional $40 Billion in revenue capture to re-earn its 2021 COVID valuation. The takeaways are representative of the larger tech industry, how companies were valued in '21 /are valued today --> MSFT 2021 Revenue: $170 Billion MSFT 2021 Market Cap (Nov...

Stream1 min read

Netflix and Amazon should consider a 'grandparents' streaming plan.

Netflix and Amazon should consider a 'grandparents' streaming plan. In the midst of COVID, senior citizens and older folk are unfortunately at high risk. So (on avg and as much as possible), they're trying to stay quarantined with limited exposure to other people.