I won't try to justify the $15B valuation. That's obviously speculative. I just agree with Paul Buchheit that there's interesting potential in the social graph.
Back to netflix, I do think the anti-social graph will work better for some people, especially independent thinkers whose tastes haven't changed lately. For others, what movie they want to watch may depend on what movies their friends want to watch. Or they might have a change in taste correlated to a change in social circle. In those cases the social graph would work better.
To monetize, friendfeed could charge commissions for "get it now" links. They could sell ad space that is as lucrative as search ads.
Back to netflix, I do think the anti-social graph will work better for some people, especially independent thinkers whose tastes haven't changed lately. For others, what movie they want to watch may depend on what movies their friends want to watch. Or they might have a change in taste correlated to a change in social circle. In those cases the social graph would work better.
To monetize, friendfeed could charge commissions for "get it now" links. They could sell ad space that is as lucrative as search ads.