Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.

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With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews , and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

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Stratechery Interviews

Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.

Dithering

A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more.

Sharp Tech

Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.

Sharp China

A weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about understanding China and how China impacts…