“Given that Netflix is a $60 billion company—and we don’t have to watch TV or movies every day, but we do all have to get dressed—the potential for Rent the Runway was 10 times bigger than I ever thought,”<p>This sound like a terrible investment thesis?<p>It is ignoring all the differences between how you consume clothing vs media. The fact that there is physical distribution required vs digital.<p>OR am I missing something key?