Cracked the dalgona candy... Whoops. Netflix gained a whopping 36M subscribers last year while you binged “Tiger King.” But that led to subscription saturation (#subscripturation), and slowing growth this year as non-couch activities return. Last quarter Netflix lost 400K subscribers in North America, which now makes up just 35% of customers. Investors want to know if Netflix’s new focus on foreign shows boosted subscribers when the Flix drops earnings on Thursday. FYI: Korean thriller "Squid Game" is Netflix’s best-performing show ever.
Self-driving PR... Tesla hit another delivery record last quarter, with 240K cars. In the previous quarter, Tesla raked in $12B in sales, nearly double from a year ago. For reference, Chinese EV-competitor Nio generated over $1B in Q2. Tesla recently launched full self-driving (think: reading stop signs and auto lane change) for select drivers, even though its Autopilot feature is in the hot seat with regulators. We’ll see if Tesla can keep up the record pace and manage its self-driving woes when it rolls up with earnings on Wednesday.