News Summary

• Netflix increasingly seems like a business and not a franchise, at least in terms of growth.
• Stratechery Interviews Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.
• Asianometry Audio and transcripts of the Asianometry YouTube channel.
• Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China.
• Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.