RBC's Mahaney Says Net Neutrality Doesn't Impact Netflix

The video discusses Netflix's cost structure, highlighting that content and marketing are the largest expenses, with broadband distribution costs being minimal. It explores the potential impact of rolling back net neutrality, suggesting it may hinder innovation and create barriers for new competitors, while established companies like Netflix and Amazon remain largely unaffected. The discussion emphasizes the challenges small upstart companies face due to increased costs and lack of political support, potentially stifling future market opportunities.

In what way could the creation of new competitors be stymied?

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What is the concern regarding the political constituency of small companies?

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