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Shownotes

(00:02:35) - (First question) - What is Roku: its scale and business model

(00:04:37) - The history of Roku, major milestones, and the evolution of streaming

(00:09:04) - The evolution of the content landscape after the inception of Roku’s device

(00:10:59) - The steps Roku is taking to become the choice provider for consumers

(00:14:10) - A breakdown of Roku’s revenue streams

(00:18:04) - Advertising versus subscription models

(00:18:37) - Mental models for determining the size and scope of the company

(00:19:48) - How Roku acquires new customers, how marketing differs from old-school cable acquisition methods

(00:21:20) - Reasons why Roku has won the majority market share

(00:28:00) - Roku’s founder Anthony Wood’s importance to the business nowadays

(00:29:04) - How Roku distributes its profits

(00:31:14) - Roku’s acquisitions to date and the reason why the company has not yet been acquired by a bigger player

(00:32:38) - Internal and external factors that could make or break Roku’s growth expectations over the next 5 years

(00:39:09) - The lessons that can be taken from the Roku story for platform builders and investors

(00:41:37) - Learn more about Roku: Media in the Digital Age | We Now Disrupt this Broadcast | The Business of Media Distribution