请把信封给我?
P乌利策奖获奖历史学家 加里·威尔斯写道 那是1977年的就职日, Gerald Ford handed his successor Jimmy Carter three envelopes and instructed him, “Open these one at a time as problems become overwhelming.”
他就任总统一年后, 卡特打开了第一个信封, 里面的纸条上写着, 攻击杰里·福特,于是他照做了. A year later, Carter opened the second envelope. 它说，“攻击美联储.他说了. Three years in, beset by multiple crises, Carter opened the third envelope. 纸条上写着:“准备三个信封.”
One might imagine Blockbuster Video’s John Antioco (who in 2000 famously laughed off Netflix’s co-founders’ attempt to sell him their startup for $50 million) presenting Netflix’s Reed Hastings with three envelopes the day Netflix claimed the entertainment media delivery crown. Antioco might have recommended opening the envelopes as churn rates climbed or subscriber loss rose.
Inside the first envelope, Hastings might have found a note that read, “Start selling ads.2022年7月, Netflix announced an ad-supported tier set to debut by the end of the year, 微软提供底层技术.
The note in the second envelope might have read, “Start releasing shows one episode at a time (even though you said you never would). 更多的等待，更少的搅动.” Perhaps Hastings peeked at Envelope 2 before splitting season 4 of 斯特朗er的事情 into two “volumes” released a month apart, the first step on a slippery slope.
第三个信封会透露出什么呢?
不可否认, living and dying by quarterly earnings summaries and short-term shareholder valuations is something we’re all susceptible to in the post-杰克•韦尔奇 时代和最好避免. 也许我们只需要(看网飞)放松一下.
再一次, 埃文·夏皮罗说得很好 during 流媒体 Connect when he said that every Netflix price hike raises hackles and accelerates churn, but Amazon Prime increases often go practically unnoticed because the price hike is distributed across so many other services that it isn’t regarded as streaming price-gouging per se. That’s one challenge Netflix faces when compared with this particular rival that’s unlikely to ever go away.
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