Andrew Reedさんのイラストまとめ

This anti-Netflix slide from Blockbuster's 2007 investor day presentation is a great example of how and why Big Companies lose to upstarts.

Emphasize size + breadth of resources vs. focused value to customer.

That being said, love the design.

Take a moment and look at the quarter Tinder just put up.

Q2 revenue: $498M (18% yoy)
Q2 EBITDA: $204M (41% mgn)
Q2 subscription adds: 503K

This product has completely upended the “rules” investors “knew” about the dating category.