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Sands Capital: AI-enabled short-form video poses threat to Netflix's (NFLX) long-term value
Investment management company Sands Capital stated in its Q2 2026 investor letter that while Netflix, Inc. (NFLX) remains a uniquely scaled premium video platform with meaningful advertising potential and subscription pricing power, AI-enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value.
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