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Just from an addressable market standpoint, it seems like you have work cut out for you given that you’ve essentially isolated your product to 13-14% or so of t

Just from an addressable market standpoint, it seems like you have work cut out for you given that you’ve essentially isolated your product to 13-14% or so of the US population. Not to mention those in that segment that already sub to Netflix , other streaming services etc.

bitminer 5y ago
Especially since Netflix has a lot of entertainment featuring black actors, producers etc. from the US. And a lot of Nigerian and South African productions too. You just have to look for it.
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rchaud 5y ago
Not everything has to scale to Netflix levels to succeed or be sustainable. Targeting a smaller market means you also won't face Netflix' bandwidth costs.
Uzo0312 5y ago
We certainly don't think this will be easy. That said, as you can probably imagine yourself, 13.5% of the U.S. population is a really big TAM on its own. That percentage of Netflix U.S. revenues would make us a very big company. That said, there is competition, and Netflix has black content too. So we will have to differentiate ourselves. As I mentioned in the post, product is one way to do that, and "super-serving" one audience can be a differentiator to when it comes to content, branding, and community. So yeah, we have our work cut out for us, but we're up for it!
- kadabra9 5y ago
  I don't disagree. Can certainly build a great business capturing part of that 13.5% with great, focused content. The challenge, similar to Netflix's big challenge is discovering and securing the right content. Good Luck.
zentiggr 5y ago
I can't understand why so many commenters here consider this launch to be divisive, or as you say "isolated"... They're focusing on a particular cultural group to aggregate content and sponsor more... none of which excludes anyone else. Marketing niches are a core concept across the entire business world. What makes this one niche less effective?
- kadabra9 5y ago
  I never said it was divisive. All I said was from a practical standpoint the vast majority of their TAM is capped at capturing part of the 13.5% of the population. Can they build a good business doing that? If they can discover and secure great content, then I think so.

bitminer 5y ago

Especially since Netflix has a lot of entertainment featuring black actors, producers etc. from the US. And a lot of Nigerian and South African productions too. You just have to look for it.

deleted 5y ago

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rchaud 5y ago

Not everything has to scale to Netflix levels to succeed or be sustainable. Targeting a smaller market means you also won't face Netflix' bandwidth costs.

Uzo0312 5y ago

We certainly don't think this will be easy. That said, as you can probably imagine yourself, 13.5% of the U.S. population is a really big TAM on its own. That percentage of Netflix U.S. revenues would make us a very big company. That said, there is competition, and Netflix has black content too. So we will have to differentiate ourselves. As I mentioned in the post, product is one way to do that, and "super-serving" one audience can be a differentiator to when it comes to content, branding, and community. So yeah, we have our work cut out for us, but we're up for it!

kadabra9 5y ago
I don't disagree. Can certainly build a great business capturing part of that 13.5% with great, focused content. The challenge, similar to Netflix's big challenge is discovering and securing the right content. Good Luck.

zentiggr 5y ago

I can't understand why so many commenters here consider this launch to be divisive, or as you say "isolated"... They're focusing on a particular cultural group to aggregate content and sponsor more... none of which excludes anyone else. Marketing niches are a core concept across the entire business world. What makes this one niche less effective?

kadabra9 5y ago
I never said it was divisive. All I said was from a practical standpoint the vast majority of their TAM is capped at capturing part of the 13.5% of the population. Can they build a good business doing that? If they can discover and secure great content, then I think so.