How the success of Netflix's Bird Box film, watched by ~58% of its user base in its first month, drives Netflix's virtuous cycle as an aggregator (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
How the success of Netflix's Bird Box film, watched by ~58% of its user base in its first month, drives Netflix's virtuous cycle as an aggregator  —  Bird Box, the Netflix original film, started streaming on December 21 while I was on vacation.1 That perhaps explains why the majority …

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