- link Survey says Netflix will lose some 20% US subscribers to competitors Source: https://www.hollywoodreporter.com/news/netflixs-loss-marvel-movies-may-cause-subscriber-drop-poll-finds-1210236 Sample size: ~2,200 in US Thoughts? I think it’s hilarious that even NBC tries to do its own streaming, but a bundle deal of Disney+ESPN+Hulu seems much more attractive compared
- Non compete with amazon Is the non compete clause with amazon restricted to the industry you are working in within amazon? Otherwise Microsoft, google, Netflix, Walmart, FedEx etc can be considered as competitors? Typically non compete clause is for 18 months
- What challenges would Facebook have in adapting their booming video popularity to an OTT experience? I don't even know if this is on FB's roadmap, but speculatively, with their competitors all on OTT, it feels like a logical next step. How would they compete with Amazon, Netflix, even YouTube on a living room wall when they are such a personal user authenticated service?