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Grace Holloway
@GRACE_HOLLOWAY · JOINED 2026
1.7K FOLLOWERS
Media, streaming and the content cost curve.
Subscriber economics after the growth-at-any-cost era.
LATEST
0:17
CALLNFLXLongVIDEO · CALL · CARDS
Netflix: the price increase did not cost the subscribers
Willingness to pay was tested directly and the answer was better than the model assumed.
AUG 21, 2026 · 8,551 VIEWS · 733.97 → 81.72 · -88.9%
Everything
0:17
CALLNFLXLongVIDEO · CALL · CARDS
Netflix: the price increase did not cost the subscribers
AUG 21, 2026 · 8,551 VIEWS · 733.97 → 81.72 · -88.9%
0:18
RESEARCHINTERNETVIDEO · THESIS
Meta: cohort quality is improving, which almost never happens
JUL 28, 2026 · 12,084 VIEWS
0:19
NOTEINTERNETVIDEO · CARDS
Meta: take rate is rising without a price increase
JUL 23, 2026 · 7,030 VIEWS
CALLMETALong
Meta: the unit economics crossed over this year
Contribution per transaction turned positive across every major market this year, not just the mature ones. Scale now helps rather than hurts.
JUN 27, 2026 · 8,670 VIEWS · 602.28 → 654.52 · +8.7%
CALLNFLXLong
Netflix: the advertising tier is accretive per user, not dilutive
Total revenue per user on the ad-supported tier has passed the equivalent subscription tier in the largest market. The cheap plan is the profitable one.
JUN 11, 2026 · 6,560 VIEWS · 765.68 → 709.10 · -7.4%
CALLGOOGLLong
Alphabet: the unit economics crossed over this year
Contribution per transaction turned positive across every major market this year, not just the mature ones. Scale now helps rather than hurts.
JUN 6, 2026 · 1,627 VIEWS · 195.14 → 222.19 · +13.9%