FinFloww
@FinFloww
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Fresh read every Monday, Wednesday, and Friday. Business Enquiries: [email protected]
New Delhi, India
Joined May 2021
Dhurandhar could be the last big film you watch in theatres! But when it’s actually reviving Bollywood, how is that possible? Here’s why both Bollywood & Hollywood are scared of what Netflix is about to do next:
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It is about who sets the rhythm of global storytelling next. And that is why Hollywood is fighting for it like never before.
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But merging with Warner Bros will instantly build its streaming relevance. This is exactly why Paramount is attempting a hostile takeover. Ultimately, this deal is not just about a studio changing ownership.
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But Netflix will be the one at the centre of this zeitgeist. Now, on the other side of the battle is Paramount. Paramount’s own legacy business is collapsing and Paramount+, its streaming service alone cannot compete with global giants.
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It will do global same-week drops so Netflix will dictate the moment of impact, removing theatres’ control over timing. Audiences no longer have to gather physically to experience the same moment. Theatres will just amplify the excitement through events and premieres.
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Now, Warner Bros franchises already have fandoms that act like a global, self-synchronising network. Netflix will leverage this built-in alignment to reshape the entire theatrical model.
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The shared cultural mood and conversation that defines what everyone is talking about. Like we saw with "Barbenheimer." Netflix needs moments like this to scale and to drive lasting engagement.
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Because theatres are the ultimate synchronisation machines. They make the whole world watch together. And when millions experience a story in the same moment, it creates the zeitgeist:
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And that’s exactly why buying it has become a blockbuster in itself. On one side is Netflix, which is hitting a saturation and witnessing slowing growth. So it’s trying to claim the influence of theatres by acquiring Warner Bros.
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Hollywood & Bollywood are running out of stories and most of the streaming content feels interchangeable today. This makes Warner Bros one of the last studios which has a global pull, with Harry Potter, DC, Game of Thrones and a century of storytelling to back it.
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Zepto is filing for a $500 million IPO! But why is just a 4 year old company so eager to list itself? It’s because if Zepto waits 2 more years, it may never IPO. The thing comes down to what makes you win (MOAT) broadly in online commerce businesses? Is it the logistics
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Marriages in India are collapsing and the reason is Indian women. See, the older structures had it all laid out. Men study, get a job, get married, and become the providers. But today, this system is collapsing. Because more women have economic independence, and they can
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In 2000, the S&P 500 had an elevated trailing P/E of 26, well above its long-term avg. of 14. For the next 11 years, the S&P 500 delivered zero returns! The current S&P 500 trailing P/E is 30 – even higher than 2000. History rhymes. For standardized performance visit our website.
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Rich Indians are panic-buying foreign passports! But most of them aren’t even leaving the country So, what do they know that we don’t? We have to understand that the middle class aspires, but the rich decide. Because the middle class see India as a place they want to escape
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A FinFloww thread? In this economy? 🥹
The most successful politician isn't PM Modi, Indira Gandhi or Nehru It’s Nitish Kumar who is taking the CM oath for the 10th time after serving Bihar for more than 20 yrs What did he do right that Bihar keeps voting him again? THREAD: How Nitish Kumar transformed Bihar🧵
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Aankhein taras gayi thi @FinFloww thread dekhne ke liye 🥹
The most successful politician isn't PM Modi, Indira Gandhi or Nehru It’s Nitish Kumar who is taking the CM oath for the 10th time after serving Bihar for more than 20 yrs What did he do right that Bihar keeps voting him again? THREAD: How Nitish Kumar transformed Bihar🧵
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The most successful politician isn't PM Modi, Indira Gandhi or Nehru It’s Nitish Kumar who is taking the CM oath for the 10th time after serving Bihar for more than 20 yrs What did he do right that Bihar keeps voting him again? THREAD: How Nitish Kumar transformed Bihar🧵
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Subscribe to WHAT THE FLOWW?, our weekly email newsletter where we dive deeper into such concepts:
finfloww.bio.link
Simplified Finance delivered straight to your ears.
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