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Rob Jones
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Great post Andrew, it’s impressive how agile Netflix has been. The speed at which they are able to execute these strategy shifts seems to have really helped separate them from their competition. Comparing their trajectory with Amazon Prime or Hulu really puts it into perspective.
Barr – very exciting stuff. I think your spot on regarding their business/operating models, focus on their strengths and bring in experts/partners to make up for their weaknesses. In a high volume industry where safety is paramount they can’t afford to make any mistakes in their ops, so I feel it’s a good approach. It’s interesting to this trend of smaller tech-based companies partnering up with OEMs/Tier 1s to help accelerate innovation in the automotive space, can’t wait to see how it all plays out.