Netflix

“And then even relative to other connected fitness companies, because Peloton has the largest member base, just like with Netflix, they can invest in more great content because they have more resources from more subscribers. And then that's a virtuous flywheel.”

“So they had done before he joined just about a million dollars in revenue on the like Pay per rental model. He joins. This is all pre IPO. They implement the subscription business model. It goes from one million to five million in revenue that year, the next y…”

“His quote is everything linear dies, everything on demand wins. And it's so true. Like, you know, the being able this element of being able to access Best in the world content on your schedule when you want it.”

“Hamilton uses Netflix in the book, which is another great example, but this is the single best example of scale economies in the world. They can price lower because they have the power of scale and the distribution and logistics network and the operations that…”

“The primary way that you get someone to be a twenty-year customer of Nike is to go and spend money on the biggest athletes in the world. And the whole game, just like Netflix, is Nike's acquiring content. Nike is acquiring the LeBrons of the world to be Nike a…”

“Only thing I would add to that is just reiterate what kind of has hit me through doing the research in this episode is that athletes are Netflix shows. Yeah. I didn't think of that until we were actually recording here. And these days, especially in the beginn…”

“I think seventy billion dollars to creators over the last three years, which again is more than Netflix spends on content.”

“Today you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is. It's on track, YouTube TV, to be the largest cable provider in the United States.”

“But I think if you were to, and I'm sure people are in development on this, if you were to produce a drive to survive, full league narrative, full production value, Netflix, ongoing annual season special about the IPL, it would crush globally, like absolutely …”

“The Netflix Christmas games averaged thirty million people.”

“F-One takes a big leap of faith and gives Netflix and box-to-box films complete creative control and Final Cut”

“Eventually, it would become the number one Netflix show in 93 countries at peak”

“Yeah, I think Disney's best bet here is to be a clear number two.”

“The Netflix brand doesn't mean anything to anyone. The Netflix brand is the button that I push on my TV when I want to watch stuff. And sometimes it's great stuff, but if it's not great stuff, whatever. It whizzes by. I don't think one way or another about Net…”

“All of these traditional media companies, with the exception of Disney, have basically all become kind of surfs in the streaming kingdoms of the technology companies, of which Netflix and YouTube are actually the winners here.”

“So they do have Disney Plus. It does have a hundred and thirty million people subscribed, but a 130 is not 350. And so your content that you want to drive people to the parks and to merch is only reaching 40% of the people that it could if it were on Netflix, …”

“Netflix's operating income on streaming, their entire business is the same as Disney's entire company operating income.”

“If you want to operate a streaming service that gets to scale, and if you're going to operate a streaming service, it has to get to scale since the fixed costs are so high. Then you must have a broad set of content. That is weird. That it must be a broad set o…”

“If you just do the very simple exercise of looking who generates profits in the movie TV Hollywood landscape right now, it is Netflix, YouTube, and Disney generating the large profit streams.”