sethisa

I'm a big believer in hiring exceptional talent over those with seemingly relevant experience. Highly motivated and talented people find new and better ways of doing things, that simple. Find it early, hone it, develop it, rule the world.

Netflix's biggest issue in my mind is it's content licensing costs. They have gone from under $200M to nearly $2B in just a year. These costs will become a greater proportion of their overall cost structure, especially as competitors vie for the same digital content. The real winners here are the Sony's and Warner's of the world.

Distribution eventually gets commoditized, content is king.

Markets are acting in exuberance over this deal, but hard to see how this satisfies the underlying issue.