The short version

Sahil Patel predicted on January 15, 2022: “Netflix swore it would never run ads. The math on subscriber growth in saturated markets makes an ad tier inevitable — probably within 18 months.” Verdict: Called it. Validated within months: Netflix announced ad tier April 2022, launched November 2022 with Microsoft as partner. By 2024 ad tier was their fastest-growing segment.

Prediction by

Sahil Patel

On January 15, 2022

“Netflix swore it would never run ads. The math on subscriber growth in saturated markets makes an ad tier inevitable — probably within 18 months.”

Follow-up

Validated within months: Netflix announced ad tier April 2022, launched November 2022 with Microsoft as partner. By 2024 ad tier was their fastest-growing segment.

From the High Caliber AI network — see the AI for PR module in the course.