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Evan Shapiro: Netflix is becoming the thing it swore it would never be

Media War & Peace’s Evan Shapiro argues Netflix has reversed its founding bets on sports, ads, aggregation and creators, turning into “a digital reboot of CBS.”

Why it matters. Rivals and investors now have evidence that Netflix’s ad-free, aggregation-averse model was never durable, undercutting the case for treating it as the industry template.

Signal from Media War & Peace · Evan Shapiro · read the original.

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