Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney

A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment.

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Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update

Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports

ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update

ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg

An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update

What the NBA Can Learn From Formula 1 — Stratechery

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