Today's Above Avalon email includes the following stories:
- Facebook F8 2017 Falls Flat
- Netflix 1Q17 Earnings
- Netflix Nears 100M Members
We begin today's email with my thoughts on Mark Zuckerberg's keynote at Facebook's F8 developer conference. We go over his pitch for where Facebook is headed and why the whole thing felt off to me. The email then shifts to Netflix 1Q17 earnings. We go over the takeaways from management's earnings call. The discussion then turns to implications arising from Netflix reaching 100M members. We go over my thoughts as to what it means for Apple's fledgling original video plans and the broader topic of competition in the video streaming space.
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