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1 point by codingvc 3356 days ago | link | parent

I think you're right that data is not the only moat, but it definitely helps. I think it's also important to separate personal preferences from the general public (something I've learned and re-learned as a VC). That is, you might go to Netflix for specific/great content -- and I do, too -- but lots of people will just watch whatever Netflix recommends because the recs are good.

Two relevant articles:

- http://streamdaily.tv/2014/10/10/netflixs-data-engine-worth-... -- Netflix's chief product officer gave a $500m/year ballpark estimate of how much the recommendation engine is worth to Netflix. (This would be about 10% of Netflix's revenue)

- http://techblog.netflix.com/2012/04/netflix-recommendations-... -- "We have adapted our personalization algorithms to this new scenario in such a way that now 75% of what people watch is from some sort of recommendation."




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