Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve

To email the show: email@sharptech.fm Netflix’s New Chapter — Stratechery AI chatbot’s MBA exam pass poses test for business schools — Financial Times Netflix’s New Look Is Already Catching On — Wall Street Journal Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update Cable’s Last Laugh — Stratechery A Free Ad-Supported Netflix Service? Ted Sarandos Says Company Is “Open” to the Idea — The Hollywood Reporter Reed Hastings’ Journey at Netflix Would Make for Binge-Worthy TV — Bloomberg Acorn History (via listener Andrew D.) — Qsl.net Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.