2 Comments
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The Valuation Framework's avatar

Interesting piece. I agree with the concern here.

I’m not convinced this makes Netflix stronger. Netflix’s real value is premium long-form entertainment, not becoming another scroll app.

The risk is that it boosts short-term attention while weakening the brand and the way people value Netflix content. If anything, they should stay away from scroll crap.

More engagement is not always better engagement.

Eferix's avatar

A clear goal of Netflix should be better content, always better content. That's the heart of how we interact with the platform, and its impact on people. For the rest, it should target details, like recommendations, AI analysis of how users interact to better understand them.