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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

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Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve 01:00:52 Share

Sharp Tech with Ben Thompson

Shownotes Transcript

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