Netflix having a blockbuster moment

Shortform video is swallowing the world

Jun 13, 2025

∙ Paid

Publishing note: Random Walk is going to experiment with a different publishing cadence over the next few weeks (more details forthcoming). I will endeavor to trade some frequency for depth, at least some of the time.

netflix having a blockbuster moment
streaming reinvents cable
step-change in shopping habits

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