Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney

A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment. To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update What the NBA Can Learn From Formula 1 — Stratechery 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.