Tech Business
Netflix Ad-Supported Tier: Why It Changes Everything
The Netflix ad-supported tier isn't a discount: it's a margin-and-TAM play adding a second revenue stream per member. Read Netflix's own filings.
#advertising
3 articles
IPO & M&A
Meta's Open-Source AI Strategy Explained
Meta's open-source AI strategy commoditizes the model layer, funded by a ~$200B ad engine. The full play, read through Meta's own SEC filings.
Market Maps
Amazon Prime and the Subscription Flywheel
The Amazon Prime subscription flywheel: how a $49.6B fee buys frequency that monetizes through seller fees and ads, read through Amazon's filings.