TightWind is written by Kyle Baxter. Stay Hungry. Stay Foolish.

Megan McArdle on Netflix:

So maybe the idea is that while customers are already mad, and analysts gloomy, you might as well make them as mad and gloomy as possible.  The DVD business has to die eventually, so do what you can now to hasten the demise, even if it alienates a few more customers. Meanwhile, use the opportunity to herd Netflix customers into the streaming service, while creating a new brand eventually gives Netflix the psychological distance they need to shut the DVD business down.  (We’re not pulling a service!  We’re shutting down an unprofitable business unit.  It’s not even called Netflix!).