See fragments from it here:
It is easy to say “haha” now that we are in 2017, and think of all those VCs in 2001 that missed this “great” opportunity. Remember, Netflix actually struggled for a long time, even after their IPO. And back in 2001, there were other companies that could pursue Netflix’ business (Blockbuster itself, Amazon). Not an obvious investment decision then.
Leaving the content aside, you can still learn from this email pitch. It is incredibly personal, even informal and it does a good job in explaining the whole business in just a few sentences. A big bold slide deck full of stats about how people are switching from tape to DVD, would not have done a better job.
Image by Marit & Toomas Hinnosaar on Flickr