Savvy Trades and Investments

[gilead23]

I don’t really think Netflix has much of a moat.


They are a very impressive technology company and they have done much to move the industry forward.

I really love chaos monkey.
https://whatis.techtarget.com/definition/Chaos-Monkey

When I’m at a tech conference and Netflix is presenting their talks are always high on my list because they really do have good ideas.

But lots of people can build streaming services and they are. That is why Netflix is getting into proprietary content so heavily but I’m not convinced that is a moat.

I recently added hbo to watch a single show and then canceled as soon as I was done. I tend to think this is going to be the consumer model in a world where 12 different streaming services have one show you really like.

To really have a moat you need proprietary content year round that people really want. That isn’t easy to do. I suspect other services will nibble at their market share. That won’t ruin them but it does call into question their astronomical valuation.