Itβs the return of rebundling β
Tech: Weβre unbundling and going direct.
Pay TV: Your taking our customers, weβll pay less.
Tech: Ok, bundle our direct business then.
Siri AI in Calendar. Very impressive. The potential is there for Siri AI to lead to behavioral change.
While Siri had been able to create events, hiccups would arise when the conversation turned more natural and the requests became more obtuse.
With Siri AI, Iβm quickly gaining confidence in giving it more challenging tasks and requests.
@itsjessyin You getting this too? β
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@auri_ai Just used your new keyboard to respond. You've done it again. Getting closer to becoming my default. My grammarly budget is now yours.
* turns auto renew back on *
πππππ
Read an article and been experimenting w shorter meetings.
1/ π 15-Minute Meetings: The new norm for ruthless time management. Say goodbye to meeting bloat! #TimeManagement#Efficiency
π€ So, whatβs the takeaway? Netflix has a layered approach to capital allocation, balancing between growing its core offerings and strategic acquisitions.
I studied Netflix capital allocation - thanked to a series of interviews done by Spencer Nueman (CFO).
The balance b/w build or buy is towards build. Invest in organic is preferred to M&A.
π° Netflix holds about 2 months of revenue as cash reserve (~$6B). Any excess cash? They lean toward share repurchase programs, offering more flexibility than dividends. π‘