Netflix, every mention
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every year anyone David Rosenthal 92Ben Gilbert 78Ben Thompson 3Emily Chang 2David Senra 2Dara Khosrowshahi 2Mitch Lasky 1Daniel Ek 1Brendan Eich 1
Verbatim, from the transcripts: the passages where Netflix comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 2:29:59 Ben Gilbert Cause even Netflix isn't streaming yet at this point.
- ▶ 2:45:20 Ben Gilbert They have 19 attractions across four lands with two hotels, or doing any attribution from Disney Plus revenue, or any of the licensing deals that they did for a long time with Netflix.
- ▶ 3:00:20 David Rosenthal People knew that this was coming, like you said, but I mean, Netflix was already a fifty billion dollar market cap company at this point, so shouldn't have been a surprise to anyone.
- ▶ 3:03:02 David Rosenthal And then, of course, this all culminates in what's happening here real time here in 2026, where Warner Brothers Discovery almost gets bought by Netflix and instead looks like it's getting merged into the Paramount Skydance fever dream.
- ▶ 3:03:27 David Rosenthal 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.
- ▶ 3:03:56 Ben Gilbert Netflix, YouTube, and Disney generating the large profit streams.
- ▶ 3:04:54 Ben Gilbert You just keep the hundreds of millions of dollars that Netflix is paying you each year, and you keep putting your content on Netflix and other places, and everything downstream of that, all the consumer products and parks and everything…
- ▶ 3:05:14 David Rosenthal And the problem with that thesis is that once Netflix's algorithm controls whether families see your movies or not, you've got a big problem.
- ▶ 3:06:31 David Rosenthal So after August, 2015, Bob and the board decide very quickly, let's go build our own Netflix competitor or more accurately,
- ▶ 3:09:25 David Rosenthal Ben, like you alluded to, they say they will be ending their content agreements with Netflix and pulling all Disney, Pixar, Marvel, and Lucasfilm content off of Netflix by 2019, which Netflix was already paying them hundreds of millions of…
- ▶ 3:09:58 Ben Gilbert So that's two-ish percent of the company's profits are coming from that one Netflix deal, and they're just saying, all right, we're gonna, we're gonna rip that up.
- ▶ 3:12:22 David Rosenthal And Rupert has concluded that the best path forward for Fox is to combine with Disney and lend its scale, its content, and its efforts to Disney's first party streaming service to compete with Netflix.
- ▶ 3:24:40 David Rosenthal But all of this and everything you're saying highlights the strategic trade-off that Disney made in pursuing the streaming strategy to go toe-to-toe with Netflix.
- ▶ 3:25:12 David Rosenthal If you're going to try and operate a tier one streaming service, a service that is going to reach the maximum number of subscribers, not a niche service, but a Netflix type competitor, your number one job is to retain subscribers.
- ▶ 3:28:43 Ben Gilbert The Netflix brand doesn't mean anything to anyone.
- ▶ 3:28:45 Ben Gilbert The Netflix brand is the button that I push on my TV when I want to watch stuff.
- ▶ 3:28:54 Ben Gilbert I, I don't think one way or another about Netflix.
- ▶ 3:29:19 Ben Gilbert So Disney sort of has this compounding asset that is at risk when going head to head with Netflix.
- ▶ 3:38:44 David Rosenthal This is the treadmill of a Netflix competitor streaming service.
- ▶ 3:52:03 David Rosenthal As of now, it is still subscale compared to Netflix.
- ▶ 3:52:08 David Rosenthal Netflix has three hundred and twenty five million subscribers around the world.
- ▶ 3:52:33 Ben Gilbert How much operating income does Netflix generate?
- ▶ 3:52:48 Ben Gilbert But, uh, so Netflix's operating income on streaming, their, their entire business is the same as Disney's entire company operating income.
- ▶ 3:53:04 Ben Gilbert Just to go back in time, in 2017, Netflix's operating income was under a billion.
- ▶ 3:53:29 Ben Gilbert Whereas Netflix over that eight year stretch has taken their operating income from sub billion to now equal to Disney.
- ▶ 4:03:04 David Rosenthal It's either the Netflix algorithm,
- ▶ 4:03:36 Ben Gilbert Could you run a high quality, skinny service that reaches, I don't know, 30 to fifty million people who really just want the straight drip of Disney, but also make hundreds of millions of dollars licensing that content elsewhere, but just…
- ▶ 4:04:11 Ben Gilbert I mean, it was quite bold to think that you could go and build a Netflix competitor 10 years after Netflix started and just bet that the Disney IP was enough to sort of catch you up to them, and then also be as good as they are at going…
- ▶ 4:04:55 Ben Gilbert Netflix, or whoever the biggest streaming service of the day would be.
- ▶ 4:05:29 David Rosenthal Netflix is not the movie theater.
- ▶ 4:05:36 David Rosenthal Sure, for people that Netflix knows will be interested in that content.
- ▶ 4:05:48 Ben Gilbert In an alternate universe where the Disney-Netflix deal is still in place, whenever a new Disney movie would get released on Netflix, it would be a top 10 movie for sure, both organically and if it's a good movie,
- ▶ 4:06:12 David Rosenthal I, yes, but even a top 10, top five, top three movie on Netflix in a given month, what percentage of Netflix's subscriber base is watching it?
- ▶ 4:06:42 David Rosenthal You're, you're competing with Seinfeld on Netflix.
- ▶ 4:08:18 David Rosenthal And that's what Netflix is.
- ▶ 4:09:37 Ben Gilbert Netflix is.
- ▶ 4:19:21 Ben Gilbert The funny thing that I'm struggling with here is it's not like they actually do generate more profits than the real competitor, than, than Netflix.
- ▶ 4:19:33 David Rosenthal This is why Netflix
- ▶ 4:19:54 Ben Gilbert So does the world end up where you have Netflix, which is the giant winner-take-all scale economies player in paid streaming, then you have YouTube, which is the giant winner-take-all one in ad-supported free creator-led content instead of…
- ▶ 4:20:25 Ben Gilbert So it doesn't need to be as competitive on a like for like basis with Netflix.
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 2:41 Ben Gilbert And as one listener put it to us, it's also the World Cup of office politics, or as another one put it, it's Real Housewives of the Garage, which that makes for a fantastic Netflix show.
- ▶ 2:21:16 Ben Gilbert I mean, there's another great documentary that people should watch Schumacher on Netflix, but he was like a driver and an engineer or like a driver and a mechanic.
- ▶ 3:04:59 Ben Gilbert And that is Netflix's drive to survive.
- ▶ 3:05:04 Ben Gilbert So they go to Netflix, these clever F one guys, and they say, Hey, I think you should do a series.
- ▶ 3:07:10 Ben Gilbert So Netflix and Liberty start talking.
- ▶ 3:07:18 Ben Gilbert Netflix or Amazon or someone else?
- ▶ 3:07:50 Ben Gilbert Liberty comes back with that bid in hand to Netflix and says, hey, can you guys match this?
- ▶ 3:07:55 Ben Gilbert Rumors are that it was about double the Netflix bid.
- ▶ 3:07:59 David Rosenthal This is the rights payment that Netflix or Amazon would pay to F one for the right to go make this series.
- ▶ 3:08:14 David Rosenthal Netflix doesn't pay those sports leagues.
- ▶ 3:08:28 Ben Gilbert But Netflix comes back and says, you know what?
- ▶ 3:08:49 Ben Gilbert And at this point in time, Netflix's audience in the US was something like two X what Amazon's was.
- ▶ 3:08:56 Ben Gilbert Once Netflix secures these rights, they then start working down a list of production companies.
- ▶ 3:09:35 Ben Gilbert F-One takes a big leap of faith and gives Netflix and box-to-box films complete creative control and Final Cut, which I also think is really important that, like, that this, this is a highly opinionated version with full access that is not…
- ▶ 3:09:54 David Rosenthal The other really interesting nuance here is Netflix is like, yo, yo, we make
- ▶ 3:10:56 David Rosenthal Netflix is left with
- ▶ 3:11:52 Ben Gilbert So the other thing you may remember is seasons one and two were fully filmed, released, and on Netflix when the pandemic hit.
- ▶ 3:12:48 Ben Gilbert So, eventually, it would become the number one Netflix show in 93 countries at peak, and when you try to walk through some of the numbers, trying to figure out what actually was the impact of this, in the first week, and this is an…
- ▶ 3:13:12 Ben Gilbert And with the Netflix stuff, it's always reasonable to multiply it by two or three because of password sharing, so call it, like,
- ▶ 3:24:14 Ben Gilbert So thank you, Netflix, for that gift.
- ▶ 3:31:51 Ben Gilbert And so, with Apple, with Netflix, with, uh, more likely Amazon, I think, than Netflix, uh,
- ▶ 4:25:17 Ben Gilbert To Brandon Rieg, who oversees nonfiction and sports at Netflix.
- ▶ 4:25:21 Ben Gilbert Very helpful for understanding Netflix's strategy with Drive to Survive and the impacts it had.
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 2:03 Ben Gilbert We also decided to update the episode with everything that has changed about the league from streaming on YouTube and Netflix and Amazon and all those deals to our updated thinking on the international strategy for the NFL.
- ▶ 3:33:42 David Rosenthal I mean, if the NFL can figure this out together with YouTube and then also Netflix, now they have the Christmas games with Netflix.
- ▶ 3:33:48 David Rosenthal Netflix is also a global streaming platform.
- ▶ 3:34:06 Ben Gilbert And Netflix just announced they have three hundred and twenty-five million paying subscribers.
- ▶ 3:34:12 David Rosenthal But yeah, I mean, if they can figure out YouTube and global, and Netflix, of course, will be part of that too, you can understand why they have been steadfast in investing internationally and investing in technology.
- ▶ 3:35:01 Ben Gilbert So last add on, you mentioned Netflix.
- ▶ 3:35:03 Ben Gilbert The Netflix Christmas games averaged thirty million people.
- ▶ 3:38:21 David Rosenthal Already their rights partners were moving to much more of a tech company digital mix than cable networks and broadcast networks with Google, Netflix, with Amazon, etc.
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 28:38 David Rosenthal We did four really just incredible interviews with the CEOs of Netflix, Perplexity,
- ▶ 28:49 David Rosenthal We were talking with Greg Peters, the co-CEO of Netflix, and asking him how Netflix is reshaping Hollywood just a few hours before they announced the Warner Brothers acquisition.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:21:46 David Rosenthal I mean, how many subscribers does Netflix have?
- ▶ 3:21:48 Ben Gilbert Netflix is in the hundreds of millions.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 1:25:26 David Rosenthal The question is, how does that revenue figure compare to Netflix?
- ▶ 1:25:32 Ben Gilbert Netflix annual revenue for 2024 was thirty nine billion, so they've already eclipsed Netflix.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 3:26:35 Ben Gilbert I mean, think about Hamilton's traditional definition here is that Netflix has scale economies because it can amortize the cost of buying a given piece of content across more users.
The Steve Ballmer Interview · Acquired
- ▶ 1:01:06 David Rosenthal This trend started with Web two dot O companies like Facebook and Netflix and Airbnb.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 2:59:20 David Rosenthal I mean, Netflix counts their subscribers all over the world as Netflix subscribers.
- ▶ 3:11:26 David Rosenthal It's now up to people are talking about, is this a true competitor to Netflix?
- ▶ 3:17:16 Ben Gilbert So you got ESPN, ABC, Disney's deal, Fox's deal, CBS's deal, NBC's deal, Amazon's deal, Google's deal with YouTube, Netflix's deal, Peacock's deal, and the NFL Network.
- ▶ 3:56:28 David Rosenthal So there actually was a Netflix cricket documentary that came out in 2019 called Cricket Fever.
- ▶ 3:56:38 David Rosenthal It's not on Netflix anymore, which sucks.
- ▶ 3:56:57 David Rosenthal For some reason, it's not on Netflix right now.
- ▶ 3:57:10 David Rosenthal 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…
TSMC · Acquired
- ▶ 1:43:30 David Rosenthal So, I mean, as we've talked about on the show forever at companies like Facebook or Netflix, data was just a part of how everything was built, which contributed to all the crazy bottoms up organic growth that they had.
IKEA (Audio) · Acquired
- ▶ 3:14:33 Ben Gilbert One is a show on Netflix called Detroiters.
Meta (Audio) · Acquired
- ▶ 6:17:14 Ben Gilbert One is a documentary on Netflix called Mr.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 48:49 Emily Chang Well, 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.
- ▶ 50:08 Emily Chang I think seventy billion dollars to creators over the last three years, which again is more than Netflix spends on content.
Chase Center + Summer Update (Audio) · Acquired
- ▶ 19:21 David Rosenthal Carveouts for everyone are, it's summertime, which means, sadly, no NFL, but with the little baby, I finally got around to watching the Netflix quarterback series from last year, and then the new receiver series.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 2:51:24 Ben Gilbert While Yahoo gets 88% of the revenue in the deal for the first five years, arguably the value from this basically all accrued to Microsoft, because they ended up building out not only a proper advertising business, which now is used on a…
- ▶ 4:29:33 Ben Gilbert I mean, think about how I watch Netflix.
- ▶ 4:29:35 Ben Gilbert I will watch Netflix tonight after we record on my Apple TV upstairs.
- ▶ 4:30:09 Ben Gilbert I mean, think about how much more bandwidth it consumes for all of us to ad hoc start Netflix streams versus there's one
- ▶ 4:30:22 David Rosenthal Not to mention, interactive TV looked like YouTube and Netflix, and not like, you know, a layer on top of Comcast.
Visa (Audio) · Acquired
- ▶ 3:06:10 Ben Gilbert It's just so huge that it fits the scale economies thing where, you know, if Netflix goes and buys a piece of content, they can pay more for it because they can show it to more people.
- ▶ 3:38:59 Ben Gilbert Available on Netflix.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 17:58 David Rosenthal The technology companies here in Silicon Valley, particularly the social media companies, they were just realizing huge economic value out of this, the Googles, the Facebooks, the Netflixes, et cetera.
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