Netflix’s Awful Earnings, The Video Industry Smells Blood, An Autonomous Apple Machine
We kick off today’s update with my thoughts on Netflix’s 2Q19 earnings. They were awful. The discussion then turns to how the video industry is smelling blood and gaining confidence in going up against Netflix. We conclude with additional comments on the latest Above Avalon article, “Jony Ive, Jeff Williams, and a Larger Apple.”
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