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I'm back from a little break from writing with a piece on Netflix, centered around the CEO, who has made some questionable business decisions that look like they're coming back to haunt the company.

I'm torn on the company and have long thrown $NFLX into the "too hard" category. Very good for customers, still leads in lots of soft innovation... I just can't get over the unit economics

esghound.substack.com
Reed Hastings and the Myth of the Great Man
A warning sign for poor governance

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