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Marker

No Mercy No Malice

What Squid Game Reveals About Netflix’s Continued Streaming Dominance

The state of the streaming wars in late 2021

Two weeks ago, at the Code Conference, Endeavor CEO Ari Emanuel claimed “the total addressable market of content is infinite.” Netflix is spending $17 billion a year to validate his thesis. So far, they’re both right. Since last Friday, Netflix raised subscription prices in 11 countries by as much as 40%. A company’s ability to raise prices is a function of the delta between the price…