Blockbuster, every mention
15 scenes (2022) · ← back to Blockbuster
tap a year for its mentions
every year 2022 anyone David Rosenthal 9Ben Gilbert 6
Verbatim, from the transcripts: the passages where Blockbuster comes up
Enron · Acquired
- ▶ 1:42:14 David Rosenthal Did you read about how they did a deal with Blockbuster?
- ▶ 1:42:24 Ben Gilbert Before the Blockbuster Netflix thing, and before Blockbuster even considered streaming, they offered a video-on-demand product that was provided by Enron's Fiber.
- ▶ 1:43:23 Ben Gilbert I don't know if it was Enron or Blockbuster, but they basically said, this deal sucks.
- ▶ 1:43:46 Ben Gilbert They're not locked into an exclusive deal with Blockbuster.
- ▶ 1:43:49 Ben Gilbert So that creates a huge amount of future value for Enron, the company, their shareholders, and so they literally recognized revenue even bigger than the Blockbuster deal after the lack of Blockbuster deal.
- ▶ 2:33:56 David Rosenthal Ooh, I would guess Blockbuster, but that can't be Ray, because they hadn't gone bankrupt yet.
- ▶ 2:34:00 Ben Gilbert Yeah, it's not Blockbuster.
- ▶ 3:23:56 David Rosenthal Oh, but what about that Blockbuster video on demand deal?
Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- ▶ 16:00 David Rosenthal It was literally like Blockbuster, and that is not a good business.
- ▶ 17:19 David Rosenthal It goes from one million to five million in revenue that year, the next year, thirty five million, and then hundreds of millions, you know, after, after that, and then the IPO, there's the fight with blockbuster, all that, that we talk…
- ▶ 22:40 David Rosenthal So much of what he was doing during those wartime years was modeling out in incredible precise detail, the economics of not only what Netflix's subscription business was, but blockbusters and what Amazon could do.
- ▶ 23:05 David Rosenthal And how long they were gonna hold them low to fight Blockbuster and Amazon, and so they had to understand the financing ability of those two other companies in addition to their own and their access to capital for how they were gonna win…
- ▶ 35:46 David Rosenthal Wow, what a, like, ah, just like the echoes of the blockbuster Netflix, uh, situation.
Taylor Swift (Acquired’s Version) · Acquired
- ▶ 24:39 David Rosenthal Uh, like, I'm going back to, like, the Netflix Blockbuster.
- ▶ 24:43 Ben Gilbert Blockbuster had it in the bag and should not have lost to Netflix, and due to shareholder agitation and executive reshuffling, was forced to make an unforced error.