Really solid anaylsis on the regulatory angle here. The point about Netflix having zero theatrical market share is pretty clever when thinking about antitrust scrutiny compared to other potential buyers. What's intresting is how this also sidesteps the whole vertical integration concerns that killed ATT/Time Warner initially, since Netflix doesn't have the ISP distribution layer like Comcast does. Kinda makes the path to approval way smoother than most folks realize.
@theaiarchitects - Thank you for reading and subscribing! Agree on all your points. And extra credit to you for throwing in a throwback reference to the AT&T / Time Warner merger saga. I think investors are too myopically focused on the WANTS of the current U.S. administration that they are forgetting the lessons of history. In my post for Pitch-Mas Day #2 I will talk more about the regulatory risks here. Thanks for the comment.
Really solid anaylsis on the regulatory angle here. The point about Netflix having zero theatrical market share is pretty clever when thinking about antitrust scrutiny compared to other potential buyers. What's intresting is how this also sidesteps the whole vertical integration concerns that killed ATT/Time Warner initially, since Netflix doesn't have the ISP distribution layer like Comcast does. Kinda makes the path to approval way smoother than most folks realize.
@theaiarchitects - Thank you for reading and subscribing! Agree on all your points. And extra credit to you for throwing in a throwback reference to the AT&T / Time Warner merger saga. I think investors are too myopically focused on the WANTS of the current U.S. administration that they are forgetting the lessons of history. In my post for Pitch-Mas Day #2 I will talk more about the regulatory risks here. Thanks for the comment.