The Big Themes:

• Netflix's disruptive start: Tony had an "inside baseball view" of the early disruptions Netflix made to the entertainment industry in the early 2000s, and he reminds us of just how innovative the company was
• A myopic focus on customers matters more than ever: when companies start to "over manage the equity markets" and fail to put the customer at the center of everything they do, that's when things go south
• Let's talk about business growth at Cloud Wars Expo: join us in San Francisco June 28-29-30 to explore critical questions about how to unlock, manage, and accelerate growth in today's world.

The Big Quote: "Somehow, one of the world's most valuable and and most scalable companies ever created lost touch with customer sentiment and customer needs. And I think that's the real story here."

Visit Cloud Wars for more.