6 Comments
Jul 25, 2021Liked by Blind Squirrel

This is a phenomenal article. Appreciate your intellectual rigour. Great job.

Expand full comment

Fantastic write-up! Would love it if you could provide and update given recent slowdown in subscribers and massive share price decline.

Expand full comment

Nice write-up.

Re: Roku’s power did you see what happened with them and Peacock? Would scare me if I was a ROKU shareholder.

Expand full comment