Friday, March 11, 2011

Netflix Not Threatened by Facebook Video

“Nobody goes to Facebook to watch movies,” Chief Content Officer Ted Sarandos said. Netflix will eventually get shows from Warner Bros.’ sister company HBO by offering to pay the cable channel the “right amount,” he added. That's true. But one suspects the firm defense of Netflix positioning in online video is, at some level, part of the tug of war between Netflix bullish investors, and those who believe the valuation is too high.

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Measurable AI Returns; Technology J-Curve: Big Disconnect

Amara's Law suggests we will overestimate the immediate impact of artificial intelligence but also underestimate the long-term impact....