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Aadit Doshi
@aaditdoshi.com

Can someone explain the profability of the streaming model? You have X users that can go up or down monthly. A new series costs Y. Y cost can only be justified if X goes up enough because of the series and stays up long enough for delta X * subcost > Y. Am I missing something?

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Jan Kaluza
@jankaluza.bsky.social

Definitely not an expert on this but your X is recurring while the Y is not - X provides a steady stream of revenue which lets them set a budget for Y. Cadence and attractiveness of new content has impacts on user acquisition and retention which influences X. This is also buffered, not JIT