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Netflix is a cool one but the transition from rentals to streaming feels more like a natural progression than a pivot.


If it was so natural, a single high level executive at Blockbuster should've seen it coming. Accessible and cheap servers, exponentially increasing internet speeds, and smart devices all happening at once was society-altering. It seems obvious in retrospect but it's just tough to spot.


It’s was natural, but also bold. Established companies rarely do bold.

It also wasn’t obvious.




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