BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILENFLX

Netflix

$476B325M subscribersGaming & Entertainment
1.00
B-index (V3.1)
GROWING GRAVITY
Capture0.703
Escape0.706
Key Structural Insight

325M subs but B under 1.0. Scale without structural lock-in = fragile position.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth6/10
Memory6/10
Action4/10
Process4/10
Network6/10
Closeness7/10
Portability7/10
Substitutability7/10
Human Fallback8/10
Org Depth3/10
Momentum6/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.4949CES(d, m, a, p)
Knowledge synergy σₖ0.6000√(d · m)
Operability synergy σₒ0.4000√(a · p)
Synergy boost1.15001 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.15001 + 0.5·o
Momentum multiplier1.18001 + 0.3·t
Total Capture0.7029c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.7326CES(x, s, h)
Feedback attenuation0.8268max(0.3, 1 − 0.35·core)
Total Escape0.7057ε + escCore · feedback
B = Capture / Escape1.000.703 / 0.706

Scoring Rationale

325M subscribers. $20B content spend. But no owned content, no social graph, no accumulated assets. Algorithm only lock-in. Subscription rotation common.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE7
+0.28
ACT4
+0.15
PROC4
+0.15
DATA6
+0.12
MEM6
+0.12
ORG3
+0.09
PORT7
-0.08
SUB7
-0.08
NET6
+0.08
FALL8
-0.07
MOM6
+0.05
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsGaming & Entertainment (7 peers)

#PlatformTickerB-indexZone
01Apple App StoreAAPL6.13BLACK HOLEProfile →
02SteamPrivate (Valve)5.32BLACK HOLEProfile →
03RobloxRBLX4.79BLACK HOLEProfile →
04Google PlayGOOG3.94BLACK HOLEProfile →
05PlayStation NetworkSONY3.64BLACK HOLEProfile →
06SpotifySPOT2.31EVENT HORIZONProfile →
07Disney+DIS0.71GROWING GRAVITYProfile →