Juan

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On February 1, 2018, Juan commented on Making Lemonade out of Insurance Lemons :

Great read, Rachel! I had no idea about the company but now I’m excited to become a real adult and purchase some Lemonade. Regarding its growth path, I think they might be attracting some unwanted attention from not-so-traditional players in the insurance space as well (https://www.crowdfundinsider.com/2018/01/127255-amazon-getting-insurance-insurtech-firm-lemonade-says-amazon-poaching-employees/). I’m sure the new $120m funding round will help scale quickly and fend off some of the traditional and new competitors. Additionally, I find fascinating that they donate any extra profit to charity. Insurers have gathered a terrible rep over the years, and as you point out, this double mission of making money plus impacting communities socially (hopefully, with no cynical purposes in mind beyond reducing fraud) might help change that!

On February 1, 2018, Juan commented on A community digitally comes together to save Community :

Great post, Pasha! And great taste in TV shows! In my opinion, Community has been one of the only shows in TV to get product placement right, and thanks to your explanation about this fan effort to engage advertisers, I finally understand why they were able to be so bold. The not-so-subtle approach of both KFC (https://www.youtube.com/watch?v=CcjW6maPJko) and Subway (https://www.youtube.com/watch?v=NI1l17Q60as) was genius, and helped those brands become more approachable for the millions of us that watched it. I hope we get to see yet another season of ‘Troy and Abed in the morning’ soon!

On February 1, 2018, Juan commented on Spotify loses itself to music :

Great read, Rain! CEO Daniel Ek insists in being independent from other tech companies, but recent Tencent minority stake exchange (https://www.ft.com/content/b9e301bc-ce5a-3e04-9ed1-ebd6ec2145ca) might point to partnerships with bigger guns. Even if they do end up going public, Spotify is also trying to broaden both its scope (by moving into podcasts, news and political coverage, https://www.bloomberg.com/news/articles/2018-01-18/spotify-has-a-new-plan-to-take-on-radio-and-reinvent-podcasting?cmpid=BBD011818_TECH&utm_medium=email&utm_source=newsletter&utm_term=180118&utm_campaign=tech) and its geographic reach (e.g. China, with the help of Tencent). Maybe these new sources of revenue will help the streaming service clean up their financials in time for the IPO.

On February 1, 2018, Juan commented on Netflix: The Media Killer :

I’m still amazed at how fast Netflix seems to be growing. Taking into account the recent price hikes in subscription, the numbers released during the last Q4 earnings call seem exceptionally good. I do worry though, as others have commented , about the bubble that the company plus competitors seem to be creating in the entertainment industry with the billion dollar budgets thrown into film and TVproduction. Also, increased marketing spending this year (as a % of revenues and vs previous years) might point to some saturation of the market or a more threatening competitive landscape, i.e. they are spending more on acquiring customers, which might lead to some margin erosion. We’ll have to wait and keep on… watching.