Some weeks, the news flow comes together in such a way as to result in a fun conversation at the end of the week covering several related topics. We will do that in today’s update. The update will begin with Netflix earnings, turn to Netflix getting into live sports/entertainment, and then conclude with a closer look at an intriguing concept for live sports consumption on Vision Pro.

An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)

Subscribe $20/month

Subscribe $200/year

Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.

An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-on.